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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
SP
4751
SWS Partners
Ohio
$1.55M
IW
4752
Instrumental Wealth
Florida
$1.55M
MWM
4753
MBE Wealth Management
Wisconsin
$1.55M
HAS
4754
Holland Advisory Services
Florida
$1.55M
HHWM
4755
Hiley Hunt Wealth Management
Nebraska
$1.54M
JRCM
4756
Jones Road Capital Management
New York
$1.54M
TWM
4757
Trinity Wealth Management
Pennsylvania
$1.54M
UWM
4758
USAdvisors Wealth Management
Minnesota
$1.54M
AWM
4759
Alterna Wealth Management
Texas
$1.54M
FPW
4760
Flywheel Private Wealth
California
$1.52M
BI
4761
Bramshill Investments
Florida
$1.52M
WAN
4762
Wealth Advisors Northwest
Oregon
$1.52M
CSI
4763
Clark & Stuart Inc
Maine
$1.52M
SIC
4764
Schwartz Investment Counsel
Michigan
$1.51M
HWM
4765
Hobbs Wealth Management
Indiana
$1.51M
HHRDM
4766
H&H Retirement Design & Management
Nevada
$1.51M
CAP
4767
Columbia Advisory Partners
Washington
$1.51M
KTM
4768
Keeler Thomas Management
Utah
$1.5M
SCM
4769
Spring Capital Management
Texas
$1.5M
BSTWA
4770
Blake Schutter Theil Wealth Advisors
Ohio
$1.5M
HCP
4771
Hardin Capital Partners
South Carolina
$1.5M
KL
4772
KilterHowling LLC
Colorado
$1.5M
POIA
4773
Pin Oak Investment Advisors
Texas
$1.5M
IPW
4774
Intergy Private Wealth
Colorado
$1.5M
TWP
4775
Tower Wealth Partners
Pennsylvania
$1.5M