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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
RCM
4526
RMR Capital Management
California
$2.04M
FWA
4527
Flagship Wealth Advisors
Massachusetts
$2.04M
CA
4528
Crane Advisory
California
$2.04M
PFC
4529
Phocas Financial Corp
California
$2.03M
DQRIM
4530
Dale Q Rice Investment Management
Washington
$2.03M
DPW
4531
DiNuzzo Private Wealth
Pennsylvania
$2.03M
SEM
4532
Strategic Equity Management
Arizona
$2.02M
RFN
4533
Redwood Financial Network
Ohio
$2.02M
GU
4534
Georgetown University
District of Columbia
$2.02M
PIA
4535
Powell Investment Advisors
Florida
$2.02M
PS
4536
Portfolio Strategies
New York
$2.02M
IDA
4537
Intelligence Driven Advisers
California
$2.01M
CMBA
4538
C.M. Bidwell & Associates
Hawaii
$2.01M
NVIM
4539
New Vernon Investment Management
Illinois
$2.01M
OAJ
4540
Ogorek Anthony Joseph
New York
$2.01M
ACM
4541
Absolute Capital Management
Pennsylvania
$2M
PWM
4542
PMG Wealth Management
Illinois
$2M
R
4543
Rebalance
California
$1.99M
WBWA
4544
William B. Walkup & Associates
South Carolina
$1.99M
IWA
4545
IVC Wealth Advisors
Pennsylvania
$1.99M
FWSM
4546
First Wilshire Securities Management
California
$1.99M
SC
4547
Shay Capital
New York
$1.99M
BWM
4548
Brown Wealth Management
Illinois
$1.98M
TW
4549
Towerpoint Wealth
California
$1.98M
FSWA
4550
Financial Synergies Wealth Advisors
Texas
$1.98M