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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
CTWM
3876
Cherry Tree Wealth Management
Minnesota
$3.82M
RHAM
3877
Round Hill Asset Management
California
$3.82M
CCA
3878
Corps Capital Advisors
Texas
$3.8M
MEAC
3879
M.E. Allison & Co
Texas
$3.8M
HI
3880
Human Investing
Oregon
$3.8M
AWP
3881
Abacus Wealth Partners
California
$3.8M
VIM
3882
VELA Investment Management
Ohio
$3.8M
FA
3883
Faithward Advisors
Pennsylvania
$3.79M
ECAM
3884
East Coast Asset Management
Massachusetts
$3.79M
PAM
3885
PCG Asset Management
New Jersey
$3.79M
TI
3886
Truepoint Inc
Ohio
$3.79M
PRA
3887
Pine Ridge Advisers
New York
$3.79M
OW
3888
Olistico Wealth
Oklahoma
$3.78M
PA
3889
Planning Alternatives
Michigan
$3.78M
RC
3890
Rovin Capital
Arizona
$3.78M
TFG
3891
Taylor Financial Group
Virginia
$3.78M
HP
3892
Haven Private
Florida
$3.78M
SCM
3893
Stevens Capital Management
Pennsylvania
$3.77M
ARG
3894
Advisory Resource Group
Oklahoma
$3.76M
THL
3895
Tillman Hartley LLC
Colorado
$3.76M
GC
3896
GFG Capital
Florida
$3.75M
CIAM
3897
Caitong International Asset Management
Hong Kong
$3.73M
PCM
3898
Park Capital Management
Wisconsin
$3.73M
ARA
3899
Alexander Randolph Advisory
Virginia
$3.73M
NWMG
3900
Nicholson Wealth Management Group
South Carolina
$3.72M