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Microsoft

5,736 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,532 increasing their positions, 2,587 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.8B
Puts
$45.7B
Net Calls
Net Calls Change

Top Sellers

1 -$26B
2 -$3.54B
3 -$2.92B
4
Morgan Stanley
Morgan Stanley
New York
-$2.36B
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
2926
Hartford Funds Management
Pennsylvania
$8.17M
PWA
2927
Physician Wealth Advisors
Utah
$8.17M
UCB
2928
United Community Bank
South Carolina
$8.15M
CWP
2929
Curated Wealth Partners
California
$8.14M
EC
2930
Eleva Capital
France
$8.14M
GAAM
2931
Guinness Atkinson Asset Management
California
$8.14M
TC
2932
Tairen Capital
Hong Kong
$8.13M
PWS
2933
Peloton Wealth Strategists
Indiana
$8.12M
SCM
2934
Summerhill Capital Management
Ontario, Canada
$8.11M
HIMS
2935
Hager Investment Management Services
New Hampshire
$8.1M
GWP
2936
Gateway Wealth Partners
Wisconsin
$8.09M
EA
2937
Ellsworth Advisors
Ohio
$8.09M
WSA
2938
Warm Springs Advisors
California
$8.09M
RFA
2939
ROI Financial Advisors
Oregon
$8.08M
LC
2940
Legacy CG
Texas
$8.08M
NED
2941
Nancy E. Dempze
$8.07M
AWP
2942
Accretive Wealth Partners
New Jersey
$8.06M
FA
2943
Financial Avengers
California
$8.06M
UW
2944
Unique Wealth
Florida
$8.05M
CWM
2945
C2C Wealth Management
Arizona
$8.05M
BBWA
2946
Bell & Brown Wealth Advisors
California
$8.05M
BTC
2947
Bank & Trust Company
Illinois
$8.05M
ATIA
2948
American Trust Investment Advisors
New Hampshire
$8.05M
LA
2949
LexAurum Advisors
Kansas
$8.03M
SC
2950
Sierra Capital
Florida
$8.03M