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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
CCA
4326
Cottonwood Capital Advisors
Utah
$2.47M
FAN
4327
Financial Advisors Network
California
$2.47M
EFL
4328
ERn Financial LLC
Wisconsin
$2.46M
SOAG
4329
Silver Oak Advisory Group
Oregon
$2.46M
VW
4330
Vance Wealth
California
$2.46M
CTC
4331
Corundum Trust Company
South Dakota
$2.46M
BWA
4332
BlueChip Wealth Advisors
Georgia
$2.46M
SWM
4333
SK Wealth Management
Rhode Island
$2.45M
BCM
4334
Brooktree Capital Management
Michigan
$2.45M
OWM
4335
Orgel Wealth Management
Wisconsin
$2.44M
TWM
4336
Tripletail Wealth Management
Florida
$2.44M
CHJWM
4337
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.44M
IFS
4338
Intelligent Financial Strategies
Minnesota
$2.44M
VAM
4339
Vienna Asset Management
California
$2.43M
CPG
4340
Cornerstone Planning Group
New Jersey
$2.43M
PCFFS
4341
Pacific Center for Financial Services
California
$2.42M
NCFG
4342
New Century Financial Group
New Jersey
$2.42M
WCP
4343
Wealthcare Capital Partners
Pennsylvania
$2.42M
CCP
4344
Cunning Capital Partners
North Carolina
$2.42M
MAM
4345
Mainsail Asset Management
Alabama
$2.41M
SWM
4346
SilverOak Wealth Management
Minnesota
$2.41M
EFP
4347
Elser Financial Planning
Indiana
$2.41M
WCM
4348
Warburton Capital Management
Oklahoma
$2.41M
APM
4349
Advanced Portfolio Management
New York
$2.41M
APW
4350
Aurora Private Wealth
New Jersey
$2.4M