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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
CSA
4001
Cornerstone Select Advisors
Missouri
$3.35M
BCM
4002
Boreal Capital Management
Florida
$3.35M
RI
4003
Rinkey Investments
California
$3.35M
HGWM
4004
Horst & Graben Wealth Management
Oregon
$3.35M
QP
4005
Quartz Partners
New York
$3.35M
KFO
4006
Kopp Family Office
Minnesota
$3.34M
PA
4007
Parkside Advisors
California
$3.34M
PWA
4008
Primoris Wealth Advisors
Florida
$3.34M
NL
4009
Navalign LLC
California
$3.34M
PFA
4010
Professional Financial Advisors
Nebraska
$3.34M
RLH
4011
RD Lewis Holdings
Florida
$3.33M
OCPWS
4012
One Charles Private Wealth Services
Massachusetts
$3.33M
PWS
4013
Precision Wealth Strategies
Missouri
$3.33M
CA
4014
CWC Advisors
Oregon
$3.32M
FSC
4015
Full Sail Capital
Oklahoma
$3.32M
CGH
4016
CMG Global Holdings
Texas
$3.32M
SRSA
4017
S.R. Schill & Associates
Washington
$3.32M
CFG
4018
Carter Financial Group
Illinois
$3.32M
CA
4019
Cortland Associates
Missouri
$3.31M
SWG
4020
Summit Wealth Group
Vermont
$3.31M
SIM
4021
SSI Investment Management
California
$3.3M
W
4022
WealthCollab
Washington
$3.3M
FP
4023
Fiduciary Planning
Florida
$3.3M
RCS
4024
Retirement Capital Strategies
California
$3.29M
CFO
4025
Capitol Family Office
Oregon
$3.29M