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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 237 funds opening new positions, 2,532 increasing their positions, 2,586 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: 5,6925,736 (+44)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,586

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
PWSG
2951
Pacific Wealth Strategies Group
California
$8.03M
SL
2952
Siren LLC
Connecticut
$8.03M
PK
2953
Pflug Koory
Nebraska
$8.03M
SNBOSCI
2954
Security National Bank of Sioux City Iowa
Iowa
$8.02M
SI
2955
Seeds Investor
New York
$8.01M
WCM
2956
Weaver Capital Management
Georgia
$8M
PAWA
2957
Palo Alto Wealth Advisors
California
$8M
TC
2958
Truvestments Capital
Florida
$7.99M
WFS
2959
Widmann Financial Services
Maryland
$7.98M
NRC
2960
New Republic Capital
North Carolina
$7.98M
FAM
2961
Fairtree Asset Management
South Africa
$7.98M
CCC
2962
Compass Capital Corp
Massachusetts
$7.98M
MCP
2963
Martin Capital Partners
Oregon
$7.97M
AWM
2964
Adams Wealth Management
Utah
$7.97M
SRC
2965
Sage Rhino Capital
California
$7.97M
FSG
2966
Financial Strategies Group
Michigan
$7.96M
MSWM
2967
McGlone Suttner Wealth Management
Wisconsin
$7.95M
NG
2968
Novem Group
New York
$7.95M
SC
2969
Stolper & Co
Oklahoma
$7.95M
SA
2970
Shilanski & Associates
Alaska
$7.94M
LF
2971
Lee Financial
Texas
$7.94M
SAM
2972
S.A. Mason
Michigan
$7.93M
JJBC
2973
James J. Burns & Company
New York
$7.93M
AWM
2974
Atticus Wealth Management
Florida
$7.91M
SM
2975
Sweeney & Michel
California
$7.9M