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Microsoft

5,734 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,532 increasing their positions, 2,585 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: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
CIG
4801
Cairn Investment Group
Washington
$1.47M
SHFP
4802
Second Half Financial Partners
Florida
$1.47M
FH
4803
Financial Harvest
Florida
$1.46M
BW
4804
BostonPremier Wealth
Massachusetts
$1.46M
LIA
4805
LifePlan Investment Advisors
North Carolina
$1.46M
2WWM
4806
21 West Wealth Management
California
$1.46M
KFP
4807
Keener Financial Planning
Texas
$1.46M
CB
4808
Chris Bulman
California
$1.46M
FCC
4809
Flower City Capital
New York
$1.46M
2L
4810
25 LLC
Missouri
$1.46M
MS
4811
Mizuho Securities
Japan
$1.45M
VWM
4812
Verus Wealth Management
Wisconsin
$1.45M
AFP
4813
Alpha Financial Partners
Kentucky
$1.45M
SCB
4814
Saudi Central Bank
Saudi Arabia
$1.44M
BIA
4815
BHK Investment Advisors
Alabama
$1.44M
EFN
4816
Equita Financial Network
Pennsylvania
$1.44M
BF
4817
Blankinship & Foster
California
$1.43M
NIA
4818
NBZ Investment Advisors
Tennessee
$1.43M
SWM
4819
Seaside Wealth Management
California
$1.43M
AGA
4820
Arkos Global Advisors
Texas
$1.42M
PD
4821
Planning Directions
Pennsylvania
$1.42M
MSRI
4822
Michael S. Ryan Inc
New York
$1.42M
MFA
4823
Morling Financial Advisors
California
$1.42M
ODFS
4824
O'Donnell Financial Services
California
$1.42M
BA
4825
Brightwater Advisory
Florida
$1.42M