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Microsoft

5,736 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, 2,532 increasing their positions, 2,587 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: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
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
PAM
4301
Prodigy Asset Management
Nebraska
$2.52M
CWM
4302
CarsonAllaria Wealth Management
Illinois
$2.52M
OPPS
4303
Obsidian Personal Planning Solutions
Maryland
$2.52M
RWM
4304
Rezny Wealth Management
Florida
$2.52M
MAWCM
4305
Mine & Arao Wealth Creation & Management
California
$2.51M
4WM
4306
4J Wealth Management
Virginia
$2.51M
WAM
4307
WealthTrust Asset Management
Florida
$2.51M
NCM
4308
Next Capital Management
New York
$2.51M
VC
4309
Veery Capital
Delaware
$2.5M
MWS
4310
MFA Wealth Services
California
$2.5M
NA
4311
Nautilus Advisors
California
$2.5M
WWA
4312
Wisconsin Wealth Advisors
Wisconsin
$2.49M
CA
4313
Crumly & Associates
Illinois
$2.49M
MFT
4314
Moisand Fitzgerald Tamayo
Florida
$2.49M
OIM
4315
Opus Investment Management
Massachusetts
$2.49M
AT
4316
Avenir Tech
Hong Kong
$2.49M
VIPI
4317
Vista Investment Partners II
Indiana
$2.49M
BAM
4318
Broyhill Asset Management
North Carolina
$2.48M
CWA
4319
CJM Wealth Advisers
Virginia
$2.48M
TF
4320
Tudor Financial
Ohio
$2.48M
CA
4321
Clune & Associates
Illinois
$2.48M
PSF
4322
Pacific Sun Financial
California
$2.48M
AW
4323
Avion Wealth
Texas
$2.48M
PS
4324
Planned Solutions
California
$2.47M
CG
4325
Curat Global
New Hampshire
$2.47M