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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
MWG
4776
Martin Worley Group
Utah
$1.5M
KIA
4777
Kraematon Investment Advisors
Massachusetts
$1.5M
DCBT
4778
Dakota Community Bank & Trust
North Dakota
$1.49M
GC
4779
Gruss & Co
Florida
$1.49M
DLP
4780
De Lisle Partners
United Kingdom
$1.49M
LWA
4781
Lowe Wealth Advisors
Maryland
$1.49M
TFA
4782
Tranquilli Financial Advisor
New Jersey
$1.49M
KAM
4783
KEB Asset Management
Illinois
$1.49M
CFG
4784
Copley Financial Group
California
$1.49M
SEA
4785
Stegent Equity Advisors
Texas
$1.49M
FEG
4786
Financial Enhancement Group
Indiana
$1.48M
CCM
4787
Chiron Capital Management
Florida
$1.48M
CKAIS
4788
Christensen King & Associates Investment Services
Washington
$1.48M
AWA
4789
Alaska Wealth Advisors
Alaska
$1.48M
VFM
4790
Vision Financial Markets
Connecticut
$1.48M
RCM
4791
Ridgepath Capital Management
Tennessee
$1.48M
LWM
4792
Lionshead Wealth Management
New York
$1.47M
GF
4793
GGM Financials
Ohio
$1.47M
CCP
4794
Cushing Capital Partners
Wisconsin
$1.47M
GF
4795
Gimbal Financial
Indiana
$1.47M
FGG
4796
Financial Guidance Group
Florida
$1.47M
TWA
4797
Tandem Wealth Advisors
Arizona
$1.47M
BFS
4798
Burr Financial Services
California
$1.47M
AAM
4799
Ameraudi Asset Management
New York
$1.47M
CIG
4800
Cairn Investment Group
Washington
$1.47M