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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
BC
4551
Brio Consultants
California
$1.96M
BWM
4552
Blossom Wealth Management
California
$1.96M
BGA
4553
Battery Global Advisors
Massachusetts
$1.96M
WA
4554
Westfuller Advisors
New York
$1.96M
DWM
4555
Defined Wealth Management
Oregon
$1.96M
CCA
4556
Cadent Capital Advisors
Oklahoma
$1.95M
CWM
4557
Centricity Wealth Management
Ohio
$1.95M
WMN
4558
Wealth Management Nebraska
Nebraska
$1.95M
ACM
4559
Armbruster Capital Management
New York
$1.95M
RA
4560
Rodgers & Associates
Pennsylvania
$1.95M
BWP
4561
Bernardo Wealth Planning
Pennsylvania
$1.95M
SW
4562
SMART Wealth
Nebraska
$1.95M
CCMI
4563
Creative Capital Management Investments
California
$1.95M
PWP
4564
Parkwoods Wealth Partners
New York
$1.94M
AAM
4565
Austin Asset Management
Texas
$1.94M
PIM
4566
Profit Investment Management
Maryland
$1.94M
PWMG
4567
Private Wealth Management Group
New Jersey
$1.93M
PAG
4568
Paladin Advisory Group
Iowa
$1.93M
TCGDR
4569
TB Capital Gestao de Recursos
$1.93M
VBWMG
4570
Von Berge Wealth Management Group
California
$1.93M
WCM
4571
Winebrenner Capital Management
Kentucky
$1.93M
ACP
4572
Arcus Capital Partners
Georgia
$1.92M
CWMP
4573
Clarion Wealth Managment Partners
Virginia
$1.92M
SA
4574
SPG Advisors
Washington
$1.92M
SA
4575
Sage Advisors
Colorado
$1.92M