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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
WTFG
4076
Wood Tarver Financial Group
Idaho
$3.17M
PAM
4077
Parvin Asset Management
South Dakota
$3.17M
CCA
4078
Carrera Capital Advisors
Michigan
$3.17M
RI
4079
Ridgewood Investments
New Jersey
$3.17M
PPW
4080
Pasadena Private Wealth
California
$3.17M
SFS
4081
Security Financial Services
Indiana
$3.17M
BHWM
4082
Beaird Harris Wealth Management
Texas
$3.17M
LC
4083
Lavaca Capital
Texas
$3.16M
SHJ
4084
Sharkey, Howes & Javer
Colorado
$3.16M
AL
4085
ADE LLC
Maryland
$3.15M
LWA
4086
Lantern Wealth Advisors
New York
$3.15M
CFP
4087
Curran Financial Partners
South Carolina
$3.15M
CA
4088
Claris Advisors
Missouri
$3.15M
ACC
4089
Acorn Creek Capital
Colorado
$3.14M
HFS
4090
Hopwood Financial Services
Virginia
$3.14M
CRIG
4091
Charter Research & Investment Group
Connecticut
$3.14M
RCM
4092
Requisite Capital Management
Texas
$3.14M
IA
4093
IFG Advisors
Missouri
$3.14M
CC
4094
Copperleaf Capital
North Carolina
$3.14M
DAM
4095
Doheny Asset Management
California
$3.13M
WFA
4096
WestHill Financial Advisors
California
$3.13M
PCM
4097
Portolan Capital Management
Massachusetts
$3.13M
AWS
4098
Aspen Wealth Strategies
Colorado
$3.13M
NCM
4099
Neumann Capital Management
California
$3.13M
KIG
4100
Kennedy Investment Group
New Jersey
$3.13M