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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
AIA
4126
Armor Investment Advisors
North Carolina
$3.04M
XSC
4127
X-Square Capital
Puerto Rico
$3.04M
RFS
4128
Richardson Financial Services
Massachusetts
$3.03M
MIM
4129
Macroview Investment Management
Maryland
$3.03M
FMP
4130
Financial Management Professionals
Texas
$3.03M
IPW
4131
Impact Partnership Wealth
Georgia
$3.03M
SCM
4132
Sandler Capital Management
New York
$3.02M
ICM
4133
Intrepid Capital Management
Florida
$3.02M
KPWG
4134
KFA Private Wealth Group
Virginia
$3.02M
SWMG
4135
Sanchez Wealth Management Group
Florida
$3.02M
CIC
4136
Chase Investment Counsel
Virginia
$3.01M
MPIA
4137
Milestones Private Investment Advisors
New York
$3.01M
AWP
4138
Atlas Wealth Partners
Pennsylvania
$3M
TF
4139
TLWM Financial
Texas
$3M
JEST
4140
JTC Employer Solutions Trustee
Jersey
$3M
GIM
4141
Guild Investment Management
California
$3M
AWM
4142
Abound Wealth Management
Tennessee
$3M
RIS
4143
Retirement Income Solutions
Michigan
$2.99M
CG
4144
Clifford Group
Massachusetts
$2.99M
SCA
4145
Strathmore Capital Advisors
North Carolina
$2.99M
AIM
4146
Avanda Investment Management
Singapore
$2.98M
VFM
4147
Viking Fund Management
North Dakota
$2.98M
BOA
4148
Birnam Oak Advisors
New York
$2.98M
EWP
4149
Elevation Wealth Partners
California
$2.98M
LD
4150
Lipe & Dalton
New York
$2.97M