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