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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
BCP
3051
Berkeley Capital Partners
Georgia
$7.53M
CSB
3052
City State Bank
Iowa
$7.53M
TA
3053
TFB Advisors
Kansas
$7.53M
AFA
3054
AA Financial Advisors
Ohio
$7.53M
IWM
3055
Iams Wealth Management
Nebraska
$7.52M
SFG
3056
Sovereign Financial Group
Connecticut
$7.52M
WW
3057
Waterfront Wealth
Kansas
$7.52M
CG
3058
Corundum Group
Colorado
$7.52M
BTWM
3059
Brass Tax Wealth Management
Ohio
$7.51M
BA
3060
Bluesphere Advisors
Pennsylvania
$7.51M
AC
3061
AlpenGlobal Capital
California
$7.5M
WI
3062
Westbourne Investments
Virginia
$7.5M
AFG
3063
ABLE Financial Group
Arizona
$7.49M
KOC
3064
Koss-Olinger Consulting
Florida
$7.48M
CASB
3065
Cape Ann Savings Bank
Massachusetts
$7.47M
MWM
3066
Manske Wealth Management
Texas
$7.47M
WAM
3067
Werlinich Asset Management
Connecticut
$7.46M
VPW
3068
Variant Private Wealth
Virginia
$7.46M
MPCA
3069
Madison Park Capital Advisors
Washington
$7.46M
HWM
3070
Hemington Wealth Management
Virginia
$7.46M
CWA
3071
Consilium Wealth Advisory
Texas
$7.45M
WG
3072
Winton Group
United Kingdom
$7.45M
BW
3073
BIP Wealth
Georgia
$7.45M
BC
3074
Bowman & Company
Wisconsin
$7.44M
AI
3075
AXS Investments
New York
$7.44M