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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
HI
3301
Hudock Inc
Pennsylvania
$6.31M
PWM
3302
PBMares Wealth Management
Virginia
$6.31M
USWG
3303
U.S. Wealth Group
New York
$6.29M
NERM
3304
New England Research & Management
Illinois
$6.28M
RAG
3305
RIA Advisory Group
Iowa
$6.28M
PWM
3306
Peterson Wealth Management
Nevada
$6.28M
KAM
3307
Karani Asset Management
New York
$6.28M
TBNY
3308
Trustco Bank (New York)
New York
$6.27M
SA
3309
SAM Advisors
California
$6.27M
BDS
3310
Banco de Sabadell
Florida
$6.26M
PFT
3311
Providence First Trust
Arizona
$6.26M
AGA
3312
Accuvest Global Advisors
Utah
$6.25M
SWP
3313
Semus Wealth Partners
Florida
$6.24M
LWM
3314
Lakeridge Wealth Management
Ohio
$6.24M
ACL
3315
Applied Capital LLC
Florida
$6.23M
WI
3316
Wedgewood Investors
Pennsylvania
$6.22M
BI
3317
Bolthouse Investments
California
$6.22M
SP
3318
Successful Portfolios
Florida
$6.21M
CL
3319
CIM LLC
New York
$6.19M
RIM
3320
RW Investment Management
Idaho
$6.16M
AWM
3321
Aberdeen Wealth Management
Illinois
$6.15M
SPF
3322
South Plains Financial
Texas
$6.14M
KIM
3323
Kane Investment Management
California
$6.12M
MCWA
3324
Meadow Creek Wealth Advisors
Georgia
$6.12M
WP
3325
Wealthspan Partners
Iowa
$6.12M