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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
4WM
3851
49 Wealth Management
Texas
$3.91M
PCS
3852
Private Client Services
Kentucky
$3.9M
TA
3853
Townsend & Associates
Colorado
$3.9M
FA
3854
Fermata Advisors
California
$3.9M
KFS
3855
Kaizen Financial Strategies
California
$3.9M
VAF
3856
Values Added Financial
District of Columbia
$3.89M
ONSWM
3857
Old North State Wealth Management
North Carolina
$3.89M
GC
3858
Grange Capital
Oregon
$3.89M
DCM
3859
Davidson Capital Management
Texas
$3.89M
HCP
3860
Holt Capital Partners
Texas
$3.89M
MWP
3861
Meridian Wealth Partners
Pennsylvania
$3.89M
LGA
3862
Lebenthal Global Advisors
New York
$3.89M
ECA
3863
Elevate Capital Advisors
Colorado
$3.88M
HBS
3864
Howard Bailey Securities
Indiana
$3.88M
SAM
3865
Seelaus Asset Management
New Jersey
$3.88M
ACM
3866
Aspen Capital Management
Idaho
$3.87M
PFP
3867
Paragon Financial Partners
California
$3.86M
WFS
3868
Walker Financial Services
Kentucky
$3.86M
TCMP
3869
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.85M
MM
3870
Morangie Management
Florida
$3.85M
KBFS
3871
Kohmann Bosshard Financial Services
Ohio
$3.84M
OIM
3872
Oder Investment Management
California
$3.84M
CA
3873
Carson Advisory
Georgia
$3.84M
WPW
3874
Warther Private Wealth
Ohio
$3.84M
TBC
3875
Ted Buchan & Co
California
$3.83M