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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
CFAM
3226
Center For Asset Management
Florida
$6.59M
LSIA
3227
LaSalle St. Investment Advisors
Illinois
$6.59M
SCM
3228
Saba Capital Management
New York
$6.58M
APA
3229
Astoria Portfolio Advisors
New York
$6.58M
TPWA
3230
Twin Peaks Wealth Advisors
California
$6.57M
CWM
3231
CCG Wealth Management
California
$6.57M
APGDR
3232
Absoluto Partners Gestao de Recursos
Brazil
$6.57M
FMTCOCP
3233
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.57M
NLP
3234
Next Level Private
New York
$6.56M
PIWA
3235
Prevail Innovative Wealth Advisors
Kansas
$6.55M
CPC
3236
Consolidated Planning Corp
Georgia
$6.55M
EAM
3237
Empirical Asset Management
Massachusetts
$6.55M
TFP
3238
Tilia Fiduciary Partners
North Carolina
$6.54M
HNWAG
3239
High Net Worth Advisory Group
Florida
$6.54M
VFG
3240
Victory Financial Group
Texas
$6.54M
SWM
3241
StoneCrest Wealth Management
Arizona
$6.54M
GC
3242
Guidance Capital
Kentucky
$6.53M
LIG
3243
Lokken Investment Group
Delaware
$6.52M
BSSFA
3244
Baron Silver Stevens Financial Advisors
Florida
$6.52M
WCM
3245
WealthBridge Capital Management
Ohio
$6.51M
HCM
3246
Hillman Capital Management
Maryland
$6.51M
ORC
3247
O'Rourke & Company
Massachusetts
$6.51M
REMPR
3248
Roof Eidam Maycock Peralta (REMP)
California
$6.5M
KWM
3249
Kingsman Wealth Management
Florida
$6.49M
FFG
3250
Floyd Financial Group
Missouri
$6.49M