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Microsoft

5,735 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 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: 5,6925,735 (+43)

2% less repeat investments, than reductions

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

Holders
5,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,108
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
AC
3051
AlpenGlobal Capital
California
$7.5M
WI
3052
Westbourne Investments
Virginia
$7.5M
AFG
3053
ABLE Financial Group
Arizona
$7.49M
KOC
3054
Koss-Olinger Consulting
Florida
$7.48M
CASB
3055
Cape Ann Savings Bank
Massachusetts
$7.47M
WAM
3056
Werlinich Asset Management
Connecticut
$7.46M
VPW
3057
Variant Private Wealth
Virginia
$7.46M
MPCA
3058
Madison Park Capital Advisors
Washington
$7.46M
HWM
3059
Hemington Wealth Management
Virginia
$7.46M
CWA
3060
Consilium Wealth Advisory
Texas
$7.45M
WG
3061
Winton Group
United Kingdom
$7.45M
BW
3062
BIP Wealth
Georgia
$7.45M
BC
3063
Bowman & Company
Wisconsin
$7.44M
AI
3064
AXS Investments
New York
$7.44M
IWM
3065
Integris Wealth Management
California
$7.43M
SIA
3066
Schear Investment Advisers
Ohio
$7.43M
SCA
3067
Sandy Cove Advisors
Massachusetts
$7.43M
AGAM
3068
Audent Global Asset Management
California
$7.43M
CIA
3069
Citadel Investment Advisory
Ohio
$7.42M
SDH
3070
Sloy Dahl & Holst
Washington
$7.42M
FA
3071
Financial Advisors
Massachusetts
$7.42M
IIM
3072
InTrack Investment Management
Vermont
$7.4M
MA
3073
McBroom & Associates
Nevada
$7.4M
HIC
3074
Harvey Investment Company
Kentucky
$7.4M
BDFN
3075
Bond & Devick Financial Network
Minnesota
$7.39M