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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
GCM
3726
Generation Capital Management
New York
$4.39M
FH
3727
FWG Holdings
Florida
$4.38M
1CP
3728
17 Capital Partners
Arizona
$4.36M
NFC
3729
Northstar Financial Companies
Pennsylvania
$4.36M
SCM
3730
Sterneck Capital Management
Missouri
$4.34M
RA
3731
Rise Advisors
New York
$4.34M
CFP
3732
Comprehensive Financial Planning
Pennsylvania
$4.34M
PSFG
3733
Park Square Financial Group
Georgia
$4.34M
PA
3734
PFW Advisors
Georgia
$4.33M
RCM
3735
Riverpark Capital Management
New York
$4.32M
VP
3736
Verum Partners
North Carolina
$4.32M
BWG
3737
Boomfish Wealth Group
Georgia
$4.31M
SL
3738
Sentinus LLC
Illinois
$4.31M
GAMC
3739
Garner Asset Management Corp
Texas
$4.31M
IVP
3740
Intrinsic Value Partners
Arizona
$4.31M
BBNB
3741
Baker Boyer National Bank
Washington
$4.31M
CSC
3742
Caldwell Sutter Capital
California
$4.31M
LSA
3743
Lansing Street Advisors
Pennsylvania
$4.31M
SFWC
3744
Strategic Family Wealth Counselors
New Jersey
$4.3M
WC
3745
Westhampton Capital
North Carolina
$4.3M
CCWM
3746
Correct Capital Wealth Management
Missouri
$4.29M
MWM
3747
Mascagni Wealth Management
Mississippi
$4.28M
DFA
3748
Davies Financial Advisors
California
$4.28M
CBT
3749
CoreFirst Bank & Trust
Kansas
$4.27M
RW
3750
Rede Wealth
Virginia
$4.27M