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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
OC
4451
OxenFree Capital
Florida
$2.24M
FWM
4452
FSA Wealth Management
Massachusetts
$2.24M
AIM
4453
Aigen Investment Management
New York
$2.24M
WWM
4454
Whalen Wealth Management
Nevada
$2.24M
CGF
4455
Constant Guidance Financial
Massachusetts
$2.23M
CWA
4456
Continuum Wealth Advisors
New York
$2.23M
EP
4457
Essential Planning
New Hampshire
$2.23M
FIA
4458
FNY Investment Advisers
New York
$2.23M
MWA
4459
Muirfield Wealth Advisors
North Carolina
$2.23M
RPA
4460
Rock Point Advisors
Vermont
$2.22M
MCC
4461
Malaga Cove Capital
California
$2.22M
BAM
4462
Bayshore Asset Management
Florida
$2.22M
SFP
4463
Strategic Financial Partners
Oregon
$2.22M
KFS
4464
Kelly Financial Services
Massachusetts
$2.22M
HAM
4465
Hickory Asset Management
Ohio
$2.21M
UOC
4466
UBS O'Connor
Illinois
$2.21M
BFA
4467
Blueprint Financial Advisors
North Carolina
$2.21M
MAM
4468
Marotta Asset Management
Virginia
$2.2M
AWA
4469
Archvest Wealth Advisors
California
$2.2M
AFM
4470
Armstrong Fleming & Moore
District of Columbia
$2.2M
EFG
4471
Elios Financial Group
Ohio
$2.2M
AIP
4472
Alexis Investment Partners
Texas
$2.19M
KSWWM
4473
Keyes Stange & Wooten Wealth Management
Florida
$2.19M
MAG
4474
Mayfair Advisory Group
Alabama
$2.19M
CCA
4475
Cravens & Co Advisors
Tennessee
$2.19M