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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
GSWA
4601
Good Steward Wealth Advisors
Tennessee
$1.85M
SCP
4602
Stevens Capital Partners
Nebraska
$1.85M
YCG
4603
Yeomans Consulting Group
Georgia
$1.84M
SWMG
4604
Sard Wealth Management Group
Georgia
$1.84M
AFA
4605
Avant Financial Advisors
Texas
$1.84M
SFM
4606
Systematic Financial Management
New Jersey
$1.83M
FWMM
4607
Foundation Wealth Management (Missouri)
Missouri
$1.83M
PP
4608
Pingora Partners
Wyoming
$1.83M
NFGCM
4609
Norman Fields Gottscho Capital Management
New York
$1.82M
DPI
4610
Diversified Portfolios Inc
Michigan
$1.82M
SCM
4611
Saxony Capital Management
Missouri
$1.82M
ZC
4612
Zeit Capital
Colorado
$1.82M
OWM
4613
OneAscent Wealth Management
Alabama
$1.82M
BIA
4614
Baer Investment Advisory
California
$1.82M
DWS
4615
Discipline Wealth Solutions
South Carolina
$1.81M
FF
4616
Fortitude Financial
Washington
$1.81M
AIC
4617
Anthracite Investment Company
Texas
$1.81M
EFA
4618
Edge Financial Advisors
Illinois
$1.81M
ONGA
4619
O'Neil Global Advisors
California
$1.8M
CFGA
4620
Cambridge Financial Group (Arizona)
Arizona
$1.8M
PIA
4621
Panoramic Investment Advisors
Colorado
$1.8M
FA
4622
FSA Advisors
Michigan
$1.8M
DMBA
4623
Deseret Mutual Benefit Administrators
Utah
$1.8M
CCA
4624
Coign Capital Advisors
Utah
$1.8M
SPP
4625
Single Point Partners
Massachusetts
$1.8M