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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
RI
4101
Ridgewood Investments
New Jersey
$3.17M
PPW
4102
Pasadena Private Wealth
California
$3.17M
SFS
4103
Security Financial Services
Indiana
$3.17M
BHWM
4104
Beaird Harris Wealth Management
Texas
$3.17M
LC
4105
Lavaca Capital
Texas
$3.16M
SHJ
4106
Sharkey, Howes & Javer
Colorado
$3.16M
AL
4107
ADE LLC
Maryland
$3.15M
LWA
4108
Lantern Wealth Advisors
New York
$3.15M
CFP
4109
Curran Financial Partners
South Carolina
$3.15M
CA
4110
Claris Advisors
Missouri
$3.15M
ACC
4111
Acorn Creek Capital
Colorado
$3.14M
HFS
4112
Hopwood Financial Services
Virginia
$3.14M
CRIG
4113
Charter Research & Investment Group
Connecticut
$3.14M
RCM
4114
Requisite Capital Management
Texas
$3.14M
IA
4115
IFG Advisors
Missouri
$3.14M
CC
4116
Copperleaf Capital
North Carolina
$3.14M
DAM
4117
Doheny Asset Management
California
$3.13M
WFA
4118
WestHill Financial Advisors
California
$3.13M
PCM
4119
Portolan Capital Management
Massachusetts
$3.13M
AWS
4120
Aspen Wealth Strategies
Colorado
$3.13M
NCM
4121
Neumann Capital Management
California
$3.13M
KIG
4122
Kennedy Investment Group
New Jersey
$3.13M
PFA
4123
Pathway Financial Advisors
Vermont
$3.12M
GCM
4124
Gunderson Capital Management
South Carolina
$3.12M
GFG
4125
Greenbush Financial Group
New York
$3.12M