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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
CP
4826
Camelot Portfolios
Ohio
$1.42M
WF
4827
Warner Financial
Maryland
$1.41M
CCM
4828
Colorado Capital Management
Colorado
$1.41M
OC
4829
Optima Capital
Oregon
$1.41M
PWM
4830
Penobscot Wealth Management
Maine
$1.41M
ACM
4831
Arlington Capital Management
Illinois
$1.41M
HIA
4832
Harvest Investment Advisors
Florida
$1.4M
TF
4833
Tenon Financial
New Jersey
$1.4M
DIA
4834
Dean Investment Associates
Ohio
$1.4M
WC
4835
Weil Company
California
$1.4M
LWA
4836
Lifelong Wealth Advisors
Minnesota
$1.4M
GWSA
4837
Global Wealth Strategies & Associates
Colorado
$1.4M
FWM
4838
FFT Wealth Management
Pennsylvania
$1.4M
GCM
4839
G2 Capital Management
Ohio
$1.4M
EAM
4840
Everstar Asset Management
North Carolina
$1.39M
SL
4841
SWMG LLC
Texas
$1.39M
DF
4842
Define Financial
California
$1.39M
TWM
4843
Tumwater Wealth Management
Idaho
$1.39M
T
4844
Tidemark
California
$1.39M
PIA
4845
Pollock Investment Advisors
Michigan
$1.38M
KWA
4846
Kondo Wealth Advisors
California
$1.38M
SRCM
4847
Signature Resources Capital Management
California
$1.38M
WA
4848
Waterford Advisors
New York
$1.38M
MLRA
4849
Main Line Retirement Advisors
Montana
$1.38M
NF
4850
NavPoint Financial
Minnesota
$1.38M