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Microsoft

5,739 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, 2,589 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6965,739 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,589

Holders
5,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
IAP
3826
Indie Asset Partners
Indiana
$4.02M
WWM
3827
WJ Wealth Management
Arizona
$4.01M
FCM
3828
Firestone Capital Management
Florida
$4.01M
SI
3829
Shaker Investments
Ohio
$4M
CSWG
3830
Cardinal Strategic Wealth Guidance
Kentucky
$4M
RWI
3831
Red Wave Investments
Pennsylvania
$3.99M
FF
3832
Farrow Financial
Vermont
$3.99M
FHC
3833
Forest Hill Capital
Arkansas
$3.98M
SAM
3834
Sherman Asset Management
California
$3.97M
GWI
3835
Grace & White Inc
New York
$3.97M
VAM
3836
Verity Asset Management
North Carolina
$3.96M
PAM
3837
Pacific Asset Management
Washington
$3.95M
SMWM
3838
Silvia McColl Wealth Management
California
$3.95M
MDA
3839
Minot DeBlois Advisors
Massachusetts
$3.94M
LB
3840
Legacy Bridge
Iowa
$3.94M
LSA
3841
Lion Street Advisors
Texas
$3.93M
BWM
3842
BigSur Wealth Management
Florida
$3.93M
DWM
3843
DecisionMap Wealth Management
Virginia
$3.93M
NAMNJ
3844
NorthStar Asset Management (New Jersey)
New Jersey
$3.92M
PEA
3845
Park Edge Advisors
Ohio
$3.92M
PWM
3846
Power Wealth Management
Georgia
$3.92M
PW
3847
Paladin Wealth
Minnesota
$3.92M
SC
3848
Soundwatch Capital
Connecticut
$3.92M
RIP
3849
Reliant Investment Partners
North Carolina
$3.91M
CFA
3850
Camarda Financial Advisors
Florida
$3.91M