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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
AWAP
3626
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.74M
WQ
3627
Wealth Quarterback
New Jersey
$4.73M
RPCONE
3628
Retirement Planning Company of New England
Rhode Island
$4.73M
GC
3629
Gilbert & Cook
Iowa
$4.73M
PIMG
3630
Patriot Investment Management Group
Tennessee
$4.73M
CFG
3631
CKW Financial Group
Hawaii
$4.73M
GCC
3632
Game Creek Capital
Massachusetts
$4.73M
HP
3633
Hilltop Partners
Indiana
$4.71M
LC
3634
Lakehouse Capital
Australia
$4.71M
FSCM
3635
Front Street Capital Management
Montana
$4.71M
AIFAIM
3636
American Institute for Advanced Investment Management
Arizona
$4.7M
IWN
3637
Independent Wealth Network
Iowa
$4.69M
SWMP
3638
Signature Wealth Management Partners
New Jersey
$4.69M
CSI
3639
Cross Staff Investments
New York
$4.68M
MFG
3640
Midwest Financial Group
Kansas
$4.68M
SA
3641
Seneschal Advisors
Washington
$4.68M
PCMF
3642
Private Capital Management (Florida)
Florida
$4.67M
LPAM
3643
Lodestar Private Asset Management
California
$4.67M
DG
3644
DMC Group
Alabama
$4.67M
CWM
3645
Challenger Wealth Management
California
$4.67M
USWIA
3646
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.66M
GPA
3647
Guerra Pan Advisors
New Jersey
$4.65M
RWPA
3648
Richard W. Paul & Associates
Michigan
$4.65M
EB
3649
Exchange Bank
California
$4.65M
ACP
3650
Argyle Capital Partners
California
$4.65M