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Microsoft

5,733 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 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: 5,6925,733 (+41)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,733
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
CWM
4301
CarsonAllaria Wealth Management
Illinois
$2.52M
OPPS
4302
Obsidian Personal Planning Solutions
Maryland
$2.52M
RWM
4303
Rezny Wealth Management
Florida
$2.52M
MAWCM
4304
Mine & Arao Wealth Creation & Management
California
$2.51M
4WM
4305
4J Wealth Management
Virginia
$2.51M
WAM
4306
WealthTrust Asset Management
Florida
$2.51M
NCM
4307
Next Capital Management
New York
$2.51M
VC
4308
Veery Capital
Delaware
$2.5M
MWS
4309
MFA Wealth Services
California
$2.5M
NA
4310
Nautilus Advisors
California
$2.5M
WWA
4311
Wisconsin Wealth Advisors
Wisconsin
$2.49M
CA
4312
Crumly & Associates
Illinois
$2.49M
MFT
4313
Moisand Fitzgerald Tamayo
Florida
$2.49M
OIM
4314
Opus Investment Management
Massachusetts
$2.49M
AT
4315
Avenir Tech
Hong Kong
$2.49M
VIPI
4316
Vista Investment Partners II
Indiana
$2.49M
BAM
4317
Broyhill Asset Management
North Carolina
$2.48M
CWA
4318
CJM Wealth Advisers
Virginia
$2.48M
TF
4319
Tudor Financial
Ohio
$2.48M
CA
4320
Clune & Associates
Illinois
$2.48M
PSF
4321
Pacific Sun Financial
California
$2.48M
AW
4322
Avion Wealth
Texas
$2.48M
PS
4323
Planned Solutions
California
$2.47M
CG
4324
Curat Global
New Hampshire
$2.47M
SCM
4325
Stordahl Capital Management
Colorado
$2.47M