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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
PWMG
3176
Pinnacle Wealth Management Group
Michigan
$6.88M
EWA
3177
Etesian Wealth Advisors
Oregon
$6.88M
CGFA
3178
Colton Groome Financial Advisors
North Carolina
$6.88M
RSA
3179
River Street Advisors
Illinois
$6.87M
BFA
3180
Beacon Financial Advisory
Ohio
$6.86M
BIP
3181
Blue Investment Partners
California
$6.86M
GIS
3182
Graphene Investments SAS
France
$6.86M
RF
3183
Robbins Farley
New Hampshire
$6.86M
WA
3184
Wealthstream Advisors
New York
$6.85M
HC
3185
Hamilton Capital
Ohio
$6.85M
SIA
3186
SkyView Investment Advisors
New Jersey
$6.84M
CTC
3187
Cetera Trust Company
Minnesota
$6.84M
DWA
3188
Delos Wealth Advisors
Texas
$6.83M
HP
3189
Holistic Planning
Texas
$6.83M
CWM
3190
Cabot Wealth Management
Massachusetts
$6.82M
BFG
3191
Bouchey Financial Group
New York
$6.82M
EM
3192
ELCO Management
New York
$6.82M
MSK
3193
Melissa S. Kampmann
$6.81M
PCMH
3194
Polymer Capital Management (HK)
Hong Kong
$6.81M
LWP
3195
LeClair Wealth Partners
Ohio
$6.81M
WAM
3196
WNY Asset Management
New York
$6.8M
VCM
3197
Viewpoint Capital Management
Washington
$6.8M
AIC
3198
Archer Investment Corporation
Indiana
$6.8M
OHIS
3199
Oak Harvest Investment Services
Texas
$6.8M
CB
3200
Centennial Bank
Arkansas
$6.8M