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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
FSG
2976
Financial Strategies Group
Michigan
$7.96M
MSWM
2977
McGlone Suttner Wealth Management
Wisconsin
$7.95M
NG
2978
Novem Group
New York
$7.95M
SC
2979
Stolper & Co
Oklahoma
$7.95M
SA
2980
Shilanski & Associates
Alaska
$7.94M
LF
2981
Lee Financial
Texas
$7.94M
SAM
2982
S.A. Mason
Michigan
$7.93M
JJBC
2983
James J. Burns & Company
New York
$7.93M
AWM
2984
Atticus Wealth Management
Florida
$7.91M
SM
2985
Sweeney & Michel
California
$7.9M
GI
2986
GS Investments
Minnesota
$7.9M
WR
2987
WD Rutherford
Oregon
$7.89M
BWP
2988
BSW Wealth Partners
Colorado
$7.89M
CA
2989
Capital Advantage
California
$7.88M
CAG
2990
Cypress Advisory Group
Arizona
$7.87M
OAM
2991
Oak Asset Management
California
$7.86M
SCP
2992
Steamboat Capital Partners
New York
$7.86M
SWA
2993
Strategies Wealth Advisors
Michigan
$7.85M
EWM
2994
EPG Wealth Management
Georgia
$7.84M
WFA
2995
Wellspring Financial Advisors
Ohio
$7.83M
JCM
2996
Jacobsen Capital Management
Utah
$7.83M
MCA
2997
MSH Capital Advisors
Arizona
$7.83M
OC
2998
Opinicus Capital
Florida
$7.82M
MPPW
2999
Mitchell & Pahl Private Wealth
Oklahoma
$7.82M
MEG
3000
Millstone Evans Group
Colorado
$7.81M