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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
DKCM
3651
Davidson Kahn Capital Management
California
$4.65M
PIM
3652
Platinum Investment Management
Australia
$4.65M
LFS
3653
Legacy Financial Strategies
Kansas
$4.64M
BF
3654
Baring Financial
Washington
$4.64M
HFA
3655
Hutchinson Financial Advisors
Virginia
$4.64M
FWM
3656
Fonville Wealth Management
Virginia
$4.64M
WFA
3657
WMG Financial Advisors
Tennessee
$4.63M
PCM
3658
Pointe Capital Management
Michigan
$4.63M
OWA
3659
Outlook Wealth Advisors
Texas
$4.62M
WF
3660
Whelan Financial
California
$4.62M
LIA
3661
Lynx Investment Advisory
District of Columbia
$4.62M
AIP
3662
Almanack Investment Partners
Pennsylvania
$4.62M
WDC
3663
Woodward Diversified Capital
California
$4.62M
DIS
3664
Diversified Investment Strategies
Louisiana
$4.61M
MA
3665
MKT Advisors
California
$4.61M
SSC
3666
Syverson Strege & Co
Iowa
$4.6M
AFA
3667
Allium Financial Advisors
Oregon
$4.6M
NI
3668
NDVR Inc
Massachusetts
$4.6M
FCT
3669
Family Capital Trust
Massachusetts
$4.59M
MWM
3670
Maridea Wealth Management
New York
$4.59M
CIS
3671
Custom Index Systems
New York
$4.59M
TC
3672
Tsai Capital
New York
$4.58M
BWCS
3673
Beirne Wealth Consulting Services
Connecticut
$4.58M
HFS
3674
Heritage Financial Services
Massachusetts
$4.58M
FC
3675
Fjell Capital
North Dakota
$4.58M