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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
EFG
3451
Elm3 Financial Group
Georgia
$5.59M
OWM
3452
Opes Wealth Management
California
$5.58M
MLA
3453
MB, Levis & Associates
Pennsylvania
$5.58M
HIF
3454
Hill Island Financial
Michigan
$5.58M
WMA
3455
William Mack & Associates
Michigan
$5.56M
BSAM
3456
Blue Square Asset Management
New York
$5.56M
NS
3457
Night Squared
New York
$5.55M
SCM
3458
Sunbeam Capital Management
Georgia
$5.55M
GB
3459
Goepper Burkhardt
South Carolina
$5.55M
DBRC
3460
D.B. Root & Company
Pennsylvania
$5.54M
IIA
3461
Integral Investment Advisors
California
$5.54M
BIA
3462
Bigelow Investment Advisors
Maine
$5.54M
GCM
3463
Gables Capital Management
Florida
$5.54M
CAM
3464
Cacti Asset Management
Georgia
$5.52M
MIA
3465
MeadowBrook Investment Advisors
Michigan
$5.52M
DA
3466
Drake & Associates
Wisconsin
$5.52M
AA
3467
Aire Advisors
California
$5.52M
TAM
3468
Titleist Asset Management
Texas
$5.51M
FWI
3469
Facet Wealth Inc
Maryland
$5.5M
PPA
3470
Pacific Point Advisors
California
$5.5M
PWA
3471
Provenance Wealth Advisors
Florida
$5.5M
SCA
3472
Sulzberger Capital Advisors
Florida
$5.5M
CWM
3473
Castle Wealth Management
Florida
$5.49M
MWA
3474
MFA Wealth Advisors
Pennsylvania
$5.48M
SWR
3475
Spahn Wealth & Retirement
Arizona
$5.47M