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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
CFIM
4451
Client First Investment Management
Wisconsin
$2.19M
MMEA
4452
Main Management ETF Advisors
California
$2.19M
4A
4453
4Wealth Advisors
Illinois
$2.19M
SIS
4454
Strategic Investment Solutions
Illinois
$2.18M
VCM
4455
Verde Capital Management
Michigan
$2.18M
PWA
4456
Peterson Wealth Advisors
Utah
$2.18M
IA
4457
Inspire Advisors
Idaho
$2.18M
TFM
4458
Trademark Financial Management
Minnesota
$2.18M
AV
4459
Aspiring Ventures
Ohio
$2.18M
VR
4460
Valued Retirements
Texas
$2.17M
EPA
4461
Element Pointe Advisors
Florida
$2.17M
WI
4462
WBI Investments
New Jersey
$2.17M
WCP
4463
Wick Capital Partners
Pennsylvania
$2.17M
PA
4464
Promethium Advisors
Maryland
$2.16M
MIM
4465
Marshall Investment Management
Colorado
$2.16M
TFA
4466
Trinity Financial Advisors
Ohio
$2.15M
EWA
4467
EQ Wealth Advisors
Texas
$2.15M
CRFG
4468
Columbia River Financial Group
Washington
$2.15M
IAA
4469
Ironsides Asset Advisors
North Carolina
$2.14M
KA
4470
Kearns & Associates
California
$2.14M
1IA
4471
1620 Investment Advisors
Massachusetts
$2.14M
CDWM
4472
Campbell Deegan Wealth Management
Virginia
$2.14M
PFS
4473
Prospect Financial Services
New York
$2.14M
CS
4474
Capital Square
Tennessee
$2.14M
RA
4475
Riverstone Advisors
Texas
$2.13M