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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
WAM
3276
Wernau Asset Management
Massachusetts
$6.37M
AIA
3277
Affinity Investment Advisors
California
$6.36M
GSIAS
3278
Garden State Investment Advisory Services
New Jersey
$6.34M
CAIMH
3279
Central Asset Investments & Management Holdings
Hong Kong
$6.34M
EA
3280
Emerald Advisers
Pennsylvania
$6.34M
CWA
3281
CM Wealth Advisors
Ohio
$6.33M
TAI
3282
Terra Alpha Investments
District of Columbia
$6.33M
BHA
3283
Beech Hill Advisors
New York
$6.33M
GCA
3284
Gallagher Capital Advisors
Texas
$6.32M
IPAM
3285
Investment Partners Asset Management
New Jersey
$6.32M
HI
3286
Hudock Inc
Pennsylvania
$6.31M
PWM
3287
PBMares Wealth Management
Virginia
$6.31M
USWG
3288
U.S. Wealth Group
New York
$6.29M
NERM
3289
New England Research & Management
Illinois
$6.28M
RAG
3290
RIA Advisory Group
Iowa
$6.28M
PWM
3291
Peterson Wealth Management
Nevada
$6.28M
KAM
3292
Karani Asset Management
New York
$6.28M
TBNY
3293
Trustco Bank (New York)
New York
$6.27M
SA
3294
SAM Advisors
California
$6.27M
BDS
3295
Banco de Sabadell
Florida
$6.26M
PFT
3296
Providence First Trust
Arizona
$6.26M
AGA
3297
Accuvest Global Advisors
Utah
$6.25M
SWP
3298
Semus Wealth Partners
Florida
$6.24M
LWM
3299
Lakeridge Wealth Management
Ohio
$6.24M
ACL
3300
Applied Capital LLC
Florida
$6.23M