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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
DWA
4726
Dougherty Wealth Advisers
Minnesota
$1.6M
ODA
4727
One Degree Advisors
California
$1.6M
BFA
4728
Brown Financial Advisory
Alabama
$1.6M
AA
4729
AJ Advisors
Tennessee
$1.6M
HIS
4730
Harvest Investment Services
Illinois
$1.59M
JRFS
4731
James Reed Financial Services
Ohio
$1.59M
CG
4732
Castellan Group
Kentucky
$1.59M
HNWA
4733
Henrickson Nauta Wealth Advisors
Michigan
$1.59M
HCC
4734
Hirtle Callaghan & Co
Pennsylvania
$1.59M
MFS
4735
Miller Financial Services
Michigan
$1.59M
SFC
4736
Sprinkle Financial Consultants
Colorado
$1.58M
IAG
4737
Ipsen Advisor Group
Arkansas
$1.58M
APC
4738
Asset Planning Corporation
Tennessee
$1.58M
LFS
4739
Lutz Financial Services
Nebraska
$1.57M
QFPS
4740
Quantum Financial Planning Services
Washington
$1.57M
AWA
4741
Arbor Wealth Advisors
Michigan
$1.57M
CAM
4742
CPA Asset Management
Florida
$1.57M
BPW
4743
BLVD Private Wealth
Kentucky
$1.57M
EWM
4744
Echo Wealth Management
Minnesota
$1.56M
F4L
4745
Fortune 45 LLC
Louisiana
$1.56M
WCP
4746
Welch Capital Partners
New York
$1.56M
RW
4747
REDW Wealth
New Mexico
$1.56M
MFC
4748
Morris Financial Concepts
South Carolina
$1.56M
WA
4749
WESPAC Advisors
California
$1.56M
GC
4750
Gibson Capital
Pennsylvania
$1.55M