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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
BF
4676
Brogan Financial
Tennessee
$1.75M
CI
4677
Corient IA
Florida
$1.74M
C
4678
Croban
Ohio
$1.74M
BMD
4679
Better Money Decisions
New Mexico
$1.74M
SCI
4680
Silver Coast Investments
United States
$1.74M
LWM
4681
Lionsbridge Wealth Management
Florida
$1.73M
SFA
4682
Seneca Financial Advisors
New York
$1.73M
RIA
4683
Richwood Investment Advisors
Ohio
$1.73M
OCG
4684
Opus Capital Group
Ohio
$1.73M
HWM
4685
Howard Wealth Management
Connecticut
$1.73M
EPW
4686
Endeavor Private Wealth
Kansas
$1.73M
BW
4687
BXM Wealth
Colorado
$1.73M
AC
4688
AWM Capital
Arizona
$1.72M
AL
4689
ACAS LLC
California
$1.72M
FFWA
4690
Forthright Family Wealth Advisory
Texas
$1.72M
ACA
4691
Ackerman Capital Advisors
Texas
$1.71M
GCL
4692
Gouws Capital LLC
North Carolina
$1.71M
RK
4693
Rather & Kittrell
Tennessee
$1.71M
ELM
4694
Elite Life Management
Florida
$1.7M
C1AG
4695
Client 1st Advisory Group
Florida
$1.7M
I
4696
IMPACTfolio
Colorado
$1.7M
FWM
4697
FMB Wealth Management
California
$1.7M
I2I
4698
Insight 2811 Inc
Illinois
$1.7M
SCM
4699
Seascape Capital Management
New Hampshire
$1.7M
PI
4700
Pachira Investments
California
$1.7M