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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
FA
3851
Fermata Advisors
California
$3.9M
KFS
3852
Kaizen Financial Strategies
California
$3.9M
VAF
3853
Values Added Financial
District of Columbia
$3.89M
ONSWM
3854
Old North State Wealth Management
North Carolina
$3.89M
GC
3855
Grange Capital
Oregon
$3.89M
DCM
3856
Davidson Capital Management
Texas
$3.89M
HCP
3857
Holt Capital Partners
Texas
$3.89M
MWP
3858
Meridian Wealth Partners
Pennsylvania
$3.89M
LGA
3859
Lebenthal Global Advisors
New York
$3.89M
ECA
3860
Elevate Capital Advisors
Colorado
$3.88M
HBS
3861
Howard Bailey Securities
Indiana
$3.88M
SAM
3862
Seelaus Asset Management
New Jersey
$3.88M
ACM
3863
Aspen Capital Management
Idaho
$3.87M
PFP
3864
Paragon Financial Partners
California
$3.86M
WFS
3865
Walker Financial Services
Kentucky
$3.86M
TCMP
3866
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.85M
MM
3867
Morangie Management
Florida
$3.85M
KBFS
3868
Kohmann Bosshard Financial Services
Ohio
$3.84M
OIM
3869
Oder Investment Management
California
$3.84M
CA
3870
Carson Advisory
Georgia
$3.84M
WPW
3871
Warther Private Wealth
Ohio
$3.84M
TBC
3872
Ted Buchan & Co
California
$3.83M
CTWM
3873
Cherry Tree Wealth Management
Minnesota
$3.82M
RHAM
3874
Round Hill Asset Management
California
$3.82M
CCA
3875
Corps Capital Advisors
Texas
$3.8M