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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 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:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
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
EMFAT
4551
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.04M
RCM
4552
RMR Capital Management
California
$2.04M
FWA
4553
Flagship Wealth Advisors
Massachusetts
$2.04M
CA
4554
Crane Advisory
California
$2.04M
PFC
4555
Phocas Financial Corp
California
$2.03M
DQRIM
4556
Dale Q Rice Investment Management
Washington
$2.03M
DPW
4557
DiNuzzo Private Wealth
Pennsylvania
$2.03M
SEM
4558
Strategic Equity Management
Arizona
$2.02M
RFN
4559
Redwood Financial Network
Ohio
$2.02M
GU
4560
Georgetown University
District of Columbia
$2.02M
PIA
4561
Powell Investment Advisors
Florida
$2.02M
PS
4562
Portfolio Strategies
New York
$2.02M
AZ
4563
Alpha Zero
Florida
$2.01M
IDA
4564
Intelligence Driven Advisers
California
$2.01M
CMBA
4565
C.M. Bidwell & Associates
Hawaii
$2.01M
NVIM
4566
New Vernon Investment Management
Illinois
$2.01M
PCM
4567
Payne Capital Management
New York
$2.01M
OAJ
4568
Ogorek Anthony Joseph
New York
$2.01M
ACM
4569
Absolute Capital Management
Pennsylvania
$2M
PWM
4570
PMG Wealth Management
Illinois
$2M
R
4571
Rebalance
California
$1.99M
WBWA
4572
William B. Walkup & Associates
South Carolina
$1.99M
IWA
4573
IVC Wealth Advisors
Pennsylvania
$1.99M
FWSM
4574
First Wilshire Securities Management
California
$1.99M
SC
4575
Shay Capital
New York
$1.99M