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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, 2,533 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: 2,533 | 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
SH
3576
SLT Holdings
Arizona
$4.93M
WDL
3577
Well Done LLC
Michigan
$4.93M
WSWA
3578
Warren Street Wealth Advisors
California
$4.92M
AWM
3579
Activest Wealth Management
Florida
$4.92M
WHC
3580
Wulff, Hansen & Co
California
$4.92M
SGCA
3581
Steel Grove Capital Advisors
Tennessee
$4.92M
AF
3582
Atala Financial
California
$4.92M
GA
3583
Guerra Advisors
Florida
$4.91M
AP
3584
Arlington Partners
Alabama
$4.9M
BBPWM
3585
Blue Bell Private Wealth Management
Pennsylvania
$4.9M
PBT
3586
Pictet Bank & Trust
Bahamas
$4.89M
BWM
3587
Bosman Wealth Management
California
$4.89M
FB
3588
First Bancorp
Maine
$4.88M
AMIM
3589
Aull & Monroe Investment Management
Alabama
$4.88M
ACM
3590
Arcataur Capital Management
Wisconsin
$4.88M
DA
3591
Detalus Advisors
Missouri
$4.87M
ACM
3592
Advance Capital Management
Michigan
$4.87M
PWP
3593
Precedent Wealth Partners
Texas
$4.87M
WWG
3594
West Wealth Group
California
$4.87M
GAA
3595
Global Assets Advisory
Florida
$4.86M
FFG
3596
Fiduciary Financial Group
California
$4.86M
RFG
3597
RFP Financial Group
Georgia
$4.85M
PC
3598
Pecaut & Co
Iowa
$4.85M
RC
3599
RBO & Co
California
$4.84M
AWM
3600
Accel Wealth Management
Iowa
$4.84M