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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
PCM
3676
Pointe Capital Management
Michigan
$4.63M
OWA
3677
Outlook Wealth Advisors
Texas
$4.62M
WF
3678
Whelan Financial
California
$4.62M
LIA
3679
Lynx Investment Advisory
District of Columbia
$4.62M
AIP
3680
Almanack Investment Partners
Pennsylvania
$4.62M
WDC
3681
Woodward Diversified Capital
California
$4.62M
DIS
3682
Diversified Investment Strategies
Louisiana
$4.61M
MA
3683
MKT Advisors
California
$4.61M
SSC
3684
Syverson Strege & Co
Iowa
$4.6M
AFA
3685
Allium Financial Advisors
Oregon
$4.6M
NI
3686
NDVR Inc
Massachusetts
$4.6M
FCT
3687
Family Capital Trust
Massachusetts
$4.59M
MWM
3688
Maridea Wealth Management
New York
$4.59M
CIS
3689
Custom Index Systems
New York
$4.59M
TC
3690
Tsai Capital
New York
$4.58M
BWCS
3691
Beirne Wealth Consulting Services
Connecticut
$4.58M
HFS
3692
Heritage Financial Services
Massachusetts
$4.58M
FC
3693
Fjell Capital
North Dakota
$4.58M
RB
3694
Renasant Bank
Mississippi
$4.58M
SAMT
3695
Select Asset Management & Trust
Pennsylvania
$4.57M
JBA
3696
Johnson Bixby & Associates
Washington
$4.57M
KW
3697
Keyvantage Wealth
Pennsylvania
$4.57M
IF
3698
Integrity Financial
Wyoming
$4.57M
ML
3699
Mayport LLC
Massachusetts
$4.56M
LWM
3700
LongView Wealth Management
Georgia
$4.55M