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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
DFG
4751
Demars Financial Group
Washington
$1.6M
OFG
4752
OmniStar Financial Group
North Carolina
$1.6M
SSWG
4753
Seven Springs Wealth Group
Tennessee
$1.6M
PRTG
4754
Post Resch Tallon Group
New York
$1.6M
FFL
4755
Future Fund LLC
Illinois
$1.6M
MI
4756
Moneywise Inc
Virginia
$1.6M
KWM
4757
Koa Wealth Management
California
$1.6M
DWA
4758
Dougherty Wealth Advisers
Minnesota
$1.6M
ODA
4759
One Degree Advisors
California
$1.6M
BFA
4760
Brown Financial Advisory
Alabama
$1.6M
AA
4761
AJ Advisors
Tennessee
$1.6M
HIS
4762
Harvest Investment Services
Illinois
$1.59M
JRFS
4763
James Reed Financial Services
Ohio
$1.59M
CG
4764
Castellan Group
Kentucky
$1.59M
HNWA
4765
Henrickson Nauta Wealth Advisors
Michigan
$1.59M
HCC
4766
Hirtle Callaghan & Co
Pennsylvania
$1.59M
MFS
4767
Miller Financial Services
Michigan
$1.59M
SFC
4768
Sprinkle Financial Consultants
Colorado
$1.58M
IAG
4769
Ipsen Advisor Group
Arkansas
$1.58M
APC
4770
Asset Planning Corporation
Tennessee
$1.58M
LFS
4771
Lutz Financial Services
Nebraska
$1.57M
QFPS
4772
Quantum Financial Planning Services
Washington
$1.57M
AWA
4773
Arbor Wealth Advisors
Michigan
$1.57M
CAM
4774
CPA Asset Management
Florida
$1.57M
BPW
4775
BLVD Private Wealth
Kentucky
$1.57M