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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
SWA
3576
Strata Wealth Advisors
Texas
$5.04M
CF
3577
Claris Financial
Virginia
$5.04M
S
3578
Sachetta
Massachusetts
$5.04M
BWM
3579
Baron Wealth Management
Michigan
$5.02M
LK
3580
Lumbard & Kellner
New Hampshire
$5.02M
SIAG
3581
Safeguard Investment Advisory Group
California
$5.02M
SEP
3582
Southland Equity Partners
Missouri
$5.02M
OWA
3583
Opal Wealth Advisors
New York
$5M
CCG
3584
Catalina Capital Group
California
$4.99M
BLFG
3585
Brian Low Financial Group
Louisiana
$4.99M
TAM
3586
Telemark Asset Management
Massachusetts
$4.97M
OCM
3587
Olstein Capital Management
New York
$4.97M
RF
3588
Rossby Financial
Florida
$4.97M
BCMLT
3589
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.97M
FA
3590
FDx Advisors
Illinois
$4.96M
ODIJL
3591
One Day In July LLC
Vermont
$4.96M
GFG
3592
Goldstone Financial Group
Illinois
$4.95M
NWM
3593
Northwest Wealth Management
Iowa
$4.93M
SH
3594
SLT Holdings
Arizona
$4.93M
WDL
3595
Well Done LLC
Michigan
$4.93M
WSWA
3596
Warren Street Wealth Advisors
California
$4.92M
AWM
3597
Activest Wealth Management
Florida
$4.92M
WHC
3598
Wulff, Hansen & Co
California
$4.92M
SGCA
3599
Steel Grove Capital Advisors
Tennessee
$4.92M
AF
3600
Atala Financial
California
$4.92M