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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
APW
4351
Aurora Private Wealth
New Jersey
$2.4M
PWC
4352
PYA Waltman Capital
Tennessee
$2.4M
CWA
4353
Clarus Wealth Advisors
Arizona
$2.4M
TF
4354
Tandem Financial
Colorado
$2.39M
SWM
4355
SFG Wealth Management
Maryland
$2.39M
PBF
4356
Petix & Botte Financial
California
$2.39M
LRWM
4357
Lord & Richards Wealth Management
Colorado
$2.39M
FFC
4358
Frederick Financial Consultants
Maryland
$2.39M
EA
4359
Echo45 Advisors
California
$2.39M
CQWA
4360
Chokshi & Queen Wealth Advisors
California
$2.39M
RBC
4361
Roble Belko & Company
Pennsylvania
$2.38M
HGA
4362
Hobbs Group Advisors
South Carolina
$2.38M
HWMC
4363
Heritage Wealth Management (California)
California
$2.38M
CC
4364
Cypress Capital
Tennessee
$2.38M
API
4365
Asset Planning Inc
California
$2.38M
MWM
4366
Momentous Wealth Management
Washington
$2.37M
IFO
4367
Independent Family Office
New York
$2.37M
KCM
4368
KRS Capital Management
Michigan
$2.37M
SBCM
4369
Silverberg Bernstein Capital Management
New York
$2.37M
MWM
4370
Meritas Wealth Management
California
$2.36M
LI
4371
Latash Investments
Alaska
$2.36M
SDAM
4372
Shulman DeMeo Asset Management
New York
$2.36M
RGF
4373
Retirement Guys Formula
Ohio
$2.35M
XWM
4374
Xcel Wealth Management
Florida
$2.35M
II
4375
Impact Investors
California
$2.35M