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Microsoft

5,734 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, 2,585 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:

1.56% more ownership

Funds ownership: 70.77%72.33% (+1.6%)

1% more funds holding

Funds holding: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
CWM
3126
Centurion Wealth Management
Virginia
$7.1M
CCM
3127
Cloud Capital Management
Washington
$7.09M
RCA
3128
Runnymede Capital Advisors
Ohio
$7.09M
AAA
3129
Adams Asset Advisors
Texas
$7.08M
MAC
3130
Mason & Associates (California)
California
$7.07M
CIA
3131
Compass Ion Advisors
Pennsylvania
$7.07M
CNWM
3132
Clay Northam Wealth Management
California
$7.07M
SOW
3133
State of Wyoming
Wyoming
$7.07M
MFP
3134
Meridian Financial Partners
Virginia
$7.06M
MAS
3135
Madden Advisory Services
Florida
$7.06M
PAG
3136
Powers Advisory Group
Illinois
$7.05M
LAM
3137
Lewis Asset Management
California
$7.04M
SRA
3138
Secured Retirement Advisors
Minnesota
$7.03M
VU
3139
Vanderbilt University
Tennessee
$7.02M
AC
3140
Allstate Corporation
Illinois
$7.01M
OFS
3141
Orrstown Financial Services
Pennsylvania
$7.01M
GCGDR
3142
Geo Capital Gestora de Recursos
Brazil
$7M
KC
3143
Katamaran Capital
United Kingdom
$7M
PWM
3144
Purus Wealth Management
California
$6.99M
AA
3145
Argent Advisors
Louisiana
$6.98M
QFW
3146
QTR Family Wealth
Florida
$6.97M
GPWM
3147
Grant Private Wealth Management
California
$6.97M
HAG
3148
HF Advisory Group
Maryland
$6.97M
PIAS
3149
PCA Investment Advisory Services
Ohio
$6.96M
MTWM
3150
Masso Torrence Wealth Management
New Jersey
$6.96M