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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
NDBT
3126
North Dallas Bank & Trust
Texas
$7.19M
SDWIA
3127
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.18M
GCA
3128
Gradient Capital Advisors
California
$7.17M
ABWM
3129
Alpine Bank Wealth Management
Colorado
$7.14M
WHCI
3130
W.H. Cornerstone Investments
Massachusetts
$7.14M
WAC
3131
William Allan Corp
Colorado
$7.13M
GHAM
3132
Gilman Hill Asset Management
Connecticut
$7.13M
LRWA
3133
Long Run Wealth Advisors
New York
$7.13M
BFA
3134
Brown Financial Advisors
Ohio
$7.13M
RW
3135
Rockport Wealth
Ohio
$7.11M
SG
3136
Somerset Group
Minnesota
$7.11M
CAC
3137
Certified Advisory Corp
Florida
$7.1M
CWM
3138
Centurion Wealth Management
Virginia
$7.1M
CCM
3139
Cloud Capital Management
Washington
$7.09M
RCA
3140
Runnymede Capital Advisors
Ohio
$7.09M
AAA
3141
Adams Asset Advisors
Texas
$7.08M
MAC
3142
Mason & Associates (California)
California
$7.07M
CIA
3143
Compass Ion Advisors
Pennsylvania
$7.07M
CNWM
3144
Clay Northam Wealth Management
California
$7.07M
SOW
3145
State of Wyoming
Wyoming
$7.07M
MFP
3146
Meridian Financial Partners
Virginia
$7.06M
MAS
3147
Madden Advisory Services
Florida
$7.06M
PAG
3148
Powers Advisory Group
Illinois
$7.05M
LAM
3149
Lewis Asset Management
California
$7.04M
SRA
3150
Secured Retirement Advisors
Minnesota
$7.03M