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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 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:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
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
NED
2951
Nancy E. Dempze
$8.07M
AWP
2952
Accretive Wealth Partners
New Jersey
$8.06M
FA
2953
Financial Avengers
California
$8.06M
UW
2954
Unique Wealth
Florida
$8.05M
CWM
2955
C2C Wealth Management
Arizona
$8.05M
BBWA
2956
Bell & Brown Wealth Advisors
California
$8.05M
BTC
2957
Bank & Trust Company
Illinois
$8.05M
ATIA
2958
American Trust Investment Advisors
New Hampshire
$8.05M
LA
2959
LexAurum Advisors
Kansas
$8.03M
SC
2960
Sierra Capital
Florida
$8.03M
PWSG
2961
Pacific Wealth Strategies Group
California
$8.03M
SL
2962
Siren LLC
Connecticut
$8.03M
PK
2963
Pflug Koory
Nebraska
$8.03M
SNBOSCI
2964
Security National Bank of Sioux City Iowa
Iowa
$8.02M
SI
2965
Seeds Investor
New York
$8.01M
WCM
2966
Weaver Capital Management
Georgia
$8M
PAWA
2967
Palo Alto Wealth Advisors
California
$8M
TC
2968
Truvestments Capital
Florida
$7.99M
WFS
2969
Widmann Financial Services
Maryland
$7.98M
NRC
2970
New Republic Capital
North Carolina
$7.98M
FAM
2971
Fairtree Asset Management
South Africa
$7.98M
CCC
2972
Compass Capital Corp
Massachusetts
$7.98M
MCP
2973
Martin Capital Partners
Oregon
$7.97M
AWM
2974
Adams Wealth Management
Utah
$7.97M
SRC
2975
Sage Rhino Capital
California
$7.97M