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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
CW
4426
Code Waechter
Florida
$2.29M
AM
4427
Account Management
Massachusetts
$2.29M
CWA
4428
Clearview Wealth Advisors
Oregon
$2.28M
SPL
4429
Smart Portfolios LLC
Washington
$2.28M
LI
4430
LVZ Inc
Michigan
$2.28M
WIA
4431
Wetzel Investment Advisors
Indiana
$2.28M
HSG
4432
Helen Stephens Group
Texas
$2.27M
LRIC
4433
Long Road Investment Counsel
Michigan
$2.27M
TCM
4434
Thoma Capital Management
Maryland
$2.27M
HA
4435
Hanover Advisors
South Carolina
$2.27M
NEAM
4436
New England Asset Management
Connecticut
$2.27M
HAFG
4437
Hansen & Associates Financial Group
California
$2.26M
BIA
4438
Bell Investment Advisors
California
$2.26M
SCA
4439
Southern Capital Advisors
Tennessee
$2.26M
UIM
4440
Unified Investment Management
Georgia
$2.26M
PFG
4441
Prospect Financial Group
Virginia
$2.25M
EA
4442
Eclectic Associates
California
$2.25M
VPP
4443
Vertex Planning Partners
Illinois
$2.25M
PC
4444
Prairiewood Capital
North Dakota
$2.25M
CCP
4445
Cassia Capital Partners
North Carolina
$2.25M
CMA
4446
Cedar Mountain Advisors
Oregon
$2.25M
PPWM
4447
PFG Private Wealth Management
Florida
$2.25M
PCWA
4448
Pacific Capital Wealth Advisors
California
$2.25M
FF
4449
Francis Financial
$2.25M
CPW
4450
Catalyst Private Wealth
California
$2.24M