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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
EL
3026
EWA LLC
Pennsylvania
$7.67M
WA
3027
WP Advisors
California
$7.65M
CCA
3028
Clearwater Capital Advisors
Illinois
$7.64M
SFA
3029
Semmax Financial Advisors
North Carolina
$7.64M
V
3030
ViaWealth
Kansas
$7.63M
RC
3031
Rahlfs Capital
Texas
$7.63M
TFM
3032
TFC Financial Management
Massachusetts
$7.63M
OPW
3033
Osprey Private Wealth
New York
$7.63M
WAL
3034
W Advisors LLC
Tennessee
$7.62M
CGA
3035
Channing Global Advisors
Florida
$7.6M
RLIM
3036
Red Lighthouse Investment Management
New York
$7.59M
APWA
3037
Atlas Private Wealth Advisors
New Jersey
$7.59M
RCM
3038
Regency Capital Management
Hawaii
$7.58M
WFAG
3039
Worth Financial Advisory Group
North Carolina
$7.58M
SC
3040
Saybrook Capital
North Carolina
$7.58M
BOSSRA
3041
B.O.S.S. Retirement Advisors
Utah
$7.57M
S
3042
Sunpointe
Missouri
$7.57M
ACP
3043
Albar Capital Partners
United Kingdom
$7.57M
GTAM
3044
Global Trust Asset Management
Florida
$7.57M
AA
3045
Altman Advisors
Illinois
$7.55M
WCG
3046
Weaver Consulting Group
California
$7.55M
OBWG
3047
Onyx Bridge Wealth Group
New York
$7.55M
CWP
3048
Core Wealth Partners
California
$7.54M
SPWM
3049
Spartan Planning & Wealth Management
North Carolina
$7.54M
LAI
3050
Legal Advantage Investments
California
$7.54M