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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
CA
4526
Crane Advisory
California
$2.04M
PFC
4527
Phocas Financial Corp
California
$2.03M
DQRIM
4528
Dale Q Rice Investment Management
Washington
$2.03M
DPW
4529
DiNuzzo Private Wealth
Pennsylvania
$2.03M
SEM
4530
Strategic Equity Management
Arizona
$2.02M
RFN
4531
Redwood Financial Network
Ohio
$2.02M
GU
4532
Georgetown University
District of Columbia
$2.02M
PIA
4533
Powell Investment Advisors
Florida
$2.02M
PS
4534
Portfolio Strategies
New York
$2.02M
IDA
4535
Intelligence Driven Advisers
California
$2.01M
CMBA
4536
C.M. Bidwell & Associates
Hawaii
$2.01M
NVIM
4537
New Vernon Investment Management
Illinois
$2.01M
OAJ
4538
Ogorek Anthony Joseph
New York
$2.01M
ACM
4539
Absolute Capital Management
Pennsylvania
$2M
PWM
4540
PMG Wealth Management
Illinois
$2M
R
4541
Rebalance
California
$1.99M
WBWA
4542
William B. Walkup & Associates
South Carolina
$1.99M
IWA
4543
IVC Wealth Advisors
Pennsylvania
$1.99M
FWSM
4544
First Wilshire Securities Management
California
$1.99M
SC
4545
Shay Capital
New York
$1.99M
BWM
4546
Brown Wealth Management
Illinois
$1.98M
TW
4547
Towerpoint Wealth
California
$1.98M
FSWA
4548
Financial Synergies Wealth Advisors
Texas
$1.98M
VPF
4549
Vantage Point Financial
Illinois
$1.98M
SPI
4550
Santori & Peters Inc
Pennsylvania
$1.97M