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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
DWA
3176
Delos Wealth Advisors
Texas
$6.83M
HP
3177
Holistic Planning
Texas
$6.83M
CWM
3178
Cabot Wealth Management
Massachusetts
$6.82M
BFG
3179
Bouchey Financial Group
New York
$6.82M
EM
3180
ELCO Management
New York
$6.82M
MSK
3181
Melissa S. Kampmann
$6.81M
PCMH
3182
Polymer Capital Management (HK)
Hong Kong
$6.81M
LWP
3183
LeClair Wealth Partners
Ohio
$6.81M
WAM
3184
WNY Asset Management
New York
$6.8M
VCM
3185
Viewpoint Capital Management
Washington
$6.8M
AIC
3186
Archer Investment Corporation
Indiana
$6.8M
OHIS
3187
Oak Harvest Investment Services
Texas
$6.8M
CB
3188
Centennial Bank
Arkansas
$6.8M
VC
3189
Veracity Capital
Georgia
$6.8M
RIA
3190
Realta Investment Advisors
Delaware
$6.79M
RFA
3191
Register Financial Advisors
Georgia
$6.79M
CFA
3192
Capstone Financial Advisors
Illinois
$6.79M
FCM
3193
Fire Capital Management
California
$6.78M
AFM
3194
Aspetuck Financial Management
Connecticut
$6.77M
TIM
3195
Thornburg Investment Management
New Mexico
$6.77M
JWM
3196
Jeppson Wealth Management
California
$6.77M
FG
3197
Foster Group
Iowa
$6.76M
WG
3198
Watchman Group
Texas
$6.75M
CGA
3199
Crescent Grove Advisors
Illinois
$6.74M
AGP
3200
Aspire Growth Partners
Florida
$6.74M