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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
PFM
4051
Phillips Financial Management
Indiana
$3.21M
RA
4052
RoundAngle Advisors
New Jersey
$3.21M
CBOR
4053
Community Bank of Raymore
Missouri
$3.21M
OFO
4054
OneAscent Family Office
Alabama
$3.21M
EWM
4055
Elmwood Wealth Management
California
$3.21M
KOMWMG
4056
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.2M
GWM
4057
GK Wealth Management
Nevada
$3.2M
PC
4058
Promus Capital
Illinois
$3.2M
EWS
4059
Eagle Wealth Strategies
New Jersey
$3.2M
ORG
4060
Optimist Retirement Group
Washington
$3.2M
GPW
4061
Genesis Private Wealth
Virginia
$3.2M
ACMA
4062
Arbor Capital Management (Alaska)
Alaska
$3.2M
ACM
4063
Aurdan Capital Management
Pennsylvania
$3.19M
SRWM
4064
Shira Ridge Wealth Management
California
$3.19M
HPBT
4065
Hickory Point Bank & Trust
Illinois
$3.19M
AWC
4066
Adamsbrown Wealth Consultants
Kansas
$3.19M
SWM
4067
Seed Wealth Management
Illinois
$3.18M
NP
4068
Ninepoint Partners
Ontario, Canada
$3.18M
B
4069
Birchbrook
Maine
$3.18M
BPFA
4070
Barnes Pettey Financial Advisors
Mississippi
$3.18M
KFA
4071
Krane Funds Advisors
New York
$3.18M
AFA
4072
Arlington Financial Advisors
California
$3.17M
WTFG
4073
Wood Tarver Financial Group
Idaho
$3.17M
PAM
4074
Parvin Asset Management
South Dakota
$3.17M
CCA
4075
Carrera Capital Advisors
Michigan
$3.17M