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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
CP
4501
Castleview Partners
Texas
$2.1M
WWA
4502
Wealth Watch Advisors
Colorado
$2.1M
CIM
4503
Cambria Investment Management
California
$2.1M
CPL
4504
CAP Partners LLC
Tennessee
$2.1M
TC
4505
Tacita Capital
Ontario, Canada
$2.09M
YIM
4506
Yoffe Investment Management
Pennsylvania
$2.09M
CastleKeep Investment Advisors
4507
CastleKeep Investment Advisors
Connecticut
$2.08M
VAMG
4508
Voisard Asset Management Group
Michigan
$2.08M
GJIA
4509
Glass Jacobson Investment Advisors
Maryland
$2.08M
CFS
4510
Coordinated Financial Services
Colorado
$2.08M
FFA
4511
Frazier Financial Advisors
Ohio
$2.08M
CSIA
4512
Conrad Siegel Investment Advisors
Pennsylvania
$2.07M
LFG
4513
Lockerman Financial Group
California
$2.07M
GSF
4514
Grove Street Fiduciary
New Hampshire
$2.07M
WOSD
4515
WFA of San Diego
California
$2.07M
CL
4516
COWA LLC
Oklahoma
$2.07M
SFG
4517
Sterling Financial Group
California
$2.06M
LCG
4518
Lakeshore Capital Group
Illinois
$2.06M
AWM
4519
Austin Wealth Management
Texas
$2.06M
JA
4520
JVL Associates
Michigan
$2.06M
LPFG
4521
Landing Point Financial Group
Ohio
$2.06M
SA
4522
SRN Advisors
Pennsylvania
$2.05M
IIM
4523
Ironwood Investment Management
Massachusetts
$2.05M
HTWM
4524
Hartmann Taylor Wealth Management
Texas
$2.04M
EMFAT
4525
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.04M