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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
EAM
3251
Empirical Asset Management
Massachusetts
$6.55M
TFP
3252
Tilia Fiduciary Partners
North Carolina
$6.54M
HNWAG
3253
High Net Worth Advisory Group
Florida
$6.54M
VFG
3254
Victory Financial Group
Texas
$6.54M
SWM
3255
StoneCrest Wealth Management
Arizona
$6.54M
GC
3256
Guidance Capital
Kentucky
$6.53M
LIG
3257
Lokken Investment Group
Delaware
$6.52M
BSSFA
3258
Baron Silver Stevens Financial Advisors
Florida
$6.52M
WCM
3259
WealthBridge Capital Management
Ohio
$6.51M
HCM
3260
Hillman Capital Management
Maryland
$6.51M
ORC
3261
O'Rourke & Company
Massachusetts
$6.51M
REMPR
3262
Roof Eidam Maycock Peralta (REMP)
California
$6.5M
KWM
3263
Kingsman Wealth Management
Florida
$6.49M
FFG
3264
Floyd Financial Group
Missouri
$6.49M
PCA
3265
Peddock Capital Advisors
Massachusetts
$6.49M
LRIA
3266
Leonard Rickey Investment Advisors
Washington
$6.48M
WPWM
3267
Western Pacific Wealth Management
Illinois
$6.48M
ATWA
3268
Arbor Trust Wealth Advisors
Michigan
$6.48M
CYG
3269
Clean Yield Group
Vermont
$6.47M
CV
3270
Counterweight Ventures
North Carolina
$6.47M
DI
3271
DAGCO Inc
Ohio
$6.47M
WIM
3272
Wittenberg Investment Management
Massachusetts
$6.46M
GWS
3273
Greykasell Wealth Strategies
California
$6.46M
BFAG
3274
Blackston Financial Advisory Group
Florida
$6.46M
AF
3275
AGP Franklin
Tennessee
$6.45M