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Microsoft

5,732 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, 2,584 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: 5,6925,732 (+40)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,584

Holders
5,732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,106
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
SPL
4401
Smart Portfolios LLC
Washington
$2.28M
LI
4402
LVZ Inc
Michigan
$2.28M
WIA
4403
Wetzel Investment Advisors
Indiana
$2.28M
HSG
4404
Helen Stephens Group
Texas
$2.27M
LRIC
4405
Long Road Investment Counsel
Michigan
$2.27M
TCM
4406
Thoma Capital Management
Maryland
$2.27M
HA
4407
Hanover Advisors
South Carolina
$2.27M
NEAM
4408
New England Asset Management
Connecticut
$2.27M
HAFG
4409
Hansen & Associates Financial Group
California
$2.26M
BIA
4410
Bell Investment Advisors
California
$2.26M
SCA
4411
Southern Capital Advisors
Tennessee
$2.26M
UIM
4412
Unified Investment Management
Georgia
$2.26M
PFG
4413
Prospect Financial Group
Virginia
$2.25M
EA
4414
Eclectic Associates
California
$2.25M
VPP
4415
Vertex Planning Partners
Illinois
$2.25M
PC
4416
Prairiewood Capital
North Dakota
$2.25M
CCP
4417
Cassia Capital Partners
North Carolina
$2.25M
CMA
4418
Cedar Mountain Advisors
Oregon
$2.25M
PPWM
4419
PFG Private Wealth Management
Florida
$2.25M
PCWA
4420
Pacific Capital Wealth Advisors
California
$2.25M
FF
4421
Francis Financial
$2.25M
CPW
4422
Catalyst Private Wealth
California
$2.24M
OC
4423
OxenFree Capital
Florida
$2.24M
FWM
4424
FSA Wealth Management
Massachusetts
$2.24M
AIM
4425
Aigen Investment Management
New York
$2.24M