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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
SI
3826
Shaker Investments
Ohio
$4M
CSWG
3827
Cardinal Strategic Wealth Guidance
Kentucky
$4M
RWI
3828
Red Wave Investments
Pennsylvania
$3.99M
FF
3829
Farrow Financial
Vermont
$3.99M
FHC
3830
Forest Hill Capital
Arkansas
$3.98M
SAM
3831
Sherman Asset Management
California
$3.97M
GWI
3832
Grace & White Inc
New York
$3.97M
VAM
3833
Verity Asset Management
North Carolina
$3.96M
PAM
3834
Pacific Asset Management
Washington
$3.95M
SMWM
3835
Silvia McColl Wealth Management
California
$3.95M
MDA
3836
Minot DeBlois Advisors
Massachusetts
$3.94M
LB
3837
Legacy Bridge
Iowa
$3.94M
LSA
3838
Lion Street Advisors
Texas
$3.93M
BWM
3839
BigSur Wealth Management
Florida
$3.93M
DWM
3840
DecisionMap Wealth Management
Virginia
$3.93M
NAMNJ
3841
NorthStar Asset Management (New Jersey)
New Jersey
$3.92M
PEA
3842
Park Edge Advisors
Ohio
$3.92M
PWM
3843
Power Wealth Management
Georgia
$3.92M
PW
3844
Paladin Wealth
Minnesota
$3.92M
SC
3845
Soundwatch Capital
Connecticut
$3.92M
RIP
3846
Reliant Investment Partners
North Carolina
$3.91M
CFA
3847
Camarda Financial Advisors
Florida
$3.91M
4WM
3848
49 Wealth Management
Texas
$3.91M
PCS
3849
Private Client Services
Kentucky
$3.9M
TA
3850
Townsend & Associates
Colorado
$3.9M