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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 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:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
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
II
4401
Impact Investors
California
$2.35M
GWA
4402
Geometric Wealth Advisors
District of Columbia
$2.35M
AWA
4403
ARQ Wealth Advisors
Arizona
$2.35M
MWM
4404
Mindset Wealth Management
Indiana
$2.35M
AW
4405
Apricus Wealth
South Carolina
$2.34M
WAOI
4406
Wealth Advisors of Iowa
Iowa
$2.34M
NFTC
4407
North Forty Two & Co
Oregon
$2.34M
BWMG
4408
Barnes Wealth Management Group
California
$2.33M
CWMS
4409
Cannon Wealth Management Services
North Carolina
$2.33M
PP
4410
Postrock Partners
Oregon
$2.33M
LAM
4411
Lingohr Asset Management
Germany
$2.33M
LOAMU
4412
Lombard Odier Asset Management (USA)
New York
$2.33M
RTC
4413
Riverview Trust Company
Washington
$2.33M
IW
4414
IronOak Wealth
Texas
$2.32M
WCM
4415
Windsor Capital Management
Arizona
$2.32M
RWM
4416
Reston Wealth Management
Virginia
$2.32M
FFL
4417
Financial Freedom LLC
Ohio
$2.32M
CWM
4418
Comprehensive Wealth Management
Washington
$2.32M
HI
4419
Harper Investing
California
$2.32M
SWM
4420
Selective Wealth Management
Virginia
$2.31M
OWA
4421
ORBA Wealth Advisors
Illinois
$2.31M
QT
4422
Quantbot Technologies
New York
$2.31M
HWP
4423
Hibernia Wealth Partners
Louisiana
$2.3M
FYW
4424
Future You Wealth
New York
$2.3M
DHC
4425
Drum Hill Capital
Connecticut
$2.29M