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Microsoft

5,735 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, 2,586 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: 5,6925,735 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,586

Holders
5,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,108
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
SA
4576
Sage Advisors
Colorado
$1.92M
KFSC
4577
Keystone Financial Services (Colorado)
Colorado
$1.91M
CWD
4578
Clarity Wealth Development
Oregon
$1.91M
VH
4579
Visionary Horizons
Tennessee
$1.91M
VIM
4580
Vista Investment Management
Pennsylvania
$1.91M
JCFM
4581
JBR Co Financial Management
Oklahoma
$1.9M
GWM
4582
Greenhouse Wealth Management
Connecticut
$1.9M
RSWA
4583
Robinson Smith Wealth Advisors
Maine
$1.9M
YWM
4584
Yoder Wealth Management
California
$1.89M
BA
4585
BIP Alliance
Georgia
$1.89M
FNWA
4586
Financial Network Wealth Advisors
Utah
$1.89M
FWA
4587
FSC Wealth Advisors
New York
$1.88M
MCIA
4588
Mountain Capital Investment Advisors
Colorado
$1.88M
SWAG
4589
Spectrum Wealth Advisory Group
California
$1.88M
GFP
4590
Guardian Financial Partners
California
$1.88M
TIAM2
4591
Tru Independence Asset Management 2
Oregon
$1.87M
ICMM
4592
Integrated Capital Management (Michigan)
Michigan
$1.87M
CWMG
4593
Compass Wealth Management (Georgia)
Georgia
$1.87M
KI
4594
Kapitalo Investimentos
Brazil
$1.87M
IIA
4595
Integrity Investment Advisors
Colorado
$1.86M
BW
4596
Basepoint Wealth
Iowa
$1.86M
FWP
4597
Fiduciary Wealth Partners
Massachusetts
$1.86M
AWP
4598
Astra Wealth Partners
New Jersey
$1.86M
PGWM
4599
Pitti Group Wealth Management
New York
$1.85M
NFP
4600
Narus Financial Partners
Utah
$1.85M