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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
GA
3601
Guerra Advisors
Florida
$4.91M
AP
3602
Arlington Partners
Alabama
$4.9M
BBPWM
3603
Blue Bell Private Wealth Management
Pennsylvania
$4.9M
PBT
3604
Pictet Bank & Trust
Bahamas
$4.89M
BWM
3605
Bosman Wealth Management
California
$4.89M
FB
3606
First Bancorp
Maine
$4.88M
AMIM
3607
Aull & Monroe Investment Management
Alabama
$4.88M
ACM
3608
Arcataur Capital Management
Wisconsin
$4.88M
DA
3609
Detalus Advisors
Missouri
$4.87M
ACM
3610
Advance Capital Management
Michigan
$4.87M
PWP
3611
Precedent Wealth Partners
Texas
$4.87M
WWG
3612
West Wealth Group
California
$4.87M
GAA
3613
Global Assets Advisory
Florida
$4.86M
FFG
3614
Fiduciary Financial Group
California
$4.86M
RFG
3615
RFP Financial Group
Georgia
$4.85M
PC
3616
Pecaut & Co
Iowa
$4.85M
RC
3617
RBO & Co
California
$4.84M
AWM
3618
Accel Wealth Management
Iowa
$4.84M
GA
3619
Goldstein Advisors
Wisconsin
$4.84M
MWM
3620
Massachusetts Wealth Management
Massachusetts
$4.83M
MFG
3621
Mainsail Financial Group
Washington
$4.83M
AHL
3622
Abel Hall LLC
Louisiana
$4.83M
CFSG
3623
Clark Financial Services Group
Missouri
$4.82M
LFA
3624
Laraway Financial Advisors
Minnesota
$4.82M
FC
3625
Fairscale Capital
New Hampshire
$4.82M