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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 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:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
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
RA
4076
RoundAngle Advisors
New Jersey
$3.21M
CBOR
4077
Community Bank of Raymore
Missouri
$3.21M
OFO
4078
OneAscent Family Office
Alabama
$3.21M
EWM
4079
Elmwood Wealth Management
California
$3.21M
KOMWMG
4080
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.2M
GWM
4081
GK Wealth Management
Nevada
$3.2M
PC
4082
Promus Capital
Illinois
$3.2M
EWS
4083
Eagle Wealth Strategies
New Jersey
$3.2M
ORG
4084
Optimist Retirement Group
Washington
$3.2M
GPW
4085
Genesis Private Wealth
Virginia
$3.2M
ACMA
4086
Arbor Capital Management (Alaska)
Alaska
$3.2M
PAW
4087
Plan A Wealth
Nebraska
$3.19M
ACM
4088
Aurdan Capital Management
Pennsylvania
$3.19M
SRWM
4089
Shira Ridge Wealth Management
California
$3.19M
HPBT
4090
Hickory Point Bank & Trust
Illinois
$3.19M
AWC
4091
Adamsbrown Wealth Consultants
Kansas
$3.19M
SWM
4092
Seed Wealth Management
Illinois
$3.18M
NP
4093
Ninepoint Partners
Ontario, Canada
$3.18M
B
4094
Birchbrook
Maine
$3.18M
BPFA
4095
Barnes Pettey Financial Advisors
Mississippi
$3.18M
KFA
4096
Krane Funds Advisors
New York
$3.18M
AFA
4097
Arlington Financial Advisors
California
$3.17M
WTFG
4098
Wood Tarver Financial Group
Idaho
$3.17M
PAM
4099
Parvin Asset Management
South Dakota
$3.17M
CCA
4100
Carrera Capital Advisors
Michigan
$3.17M