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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
NIA
4851
NBZ Investment Advisors
Tennessee
$1.43M
SWM
4852
Seaside Wealth Management
California
$1.43M
AGA
4853
Arkos Global Advisors
Texas
$1.42M
PD
4854
Planning Directions
Pennsylvania
$1.42M
MSRI
4855
Michael S. Ryan Inc
New York
$1.42M
MFA
4856
Morling Financial Advisors
California
$1.42M
ODFS
4857
O'Donnell Financial Services
California
$1.42M
BA
4858
Brightwater Advisory
Florida
$1.42M
CP
4859
Camelot Portfolios
Ohio
$1.42M
WF
4860
Warner Financial
Maryland
$1.41M
CCM
4861
Colorado Capital Management
Colorado
$1.41M
OC
4862
Optima Capital
Oregon
$1.41M
PWM
4863
Penobscot Wealth Management
Maine
$1.41M
ACM
4864
Arlington Capital Management
Illinois
$1.41M
HIA
4865
Harvest Investment Advisors
Florida
$1.4M
TF
4866
Tenon Financial
New Jersey
$1.4M
DIA
4867
Dean Investment Associates
Ohio
$1.4M
WC
4868
Weil Company
California
$1.4M
LWA
4869
Lifelong Wealth Advisors
Minnesota
$1.4M
GWSA
4870
Global Wealth Strategies & Associates
Colorado
$1.4M
FWM
4871
FFT Wealth Management
Pennsylvania
$1.4M
GCM
4872
G2 Capital Management
Ohio
$1.4M
EAM
4873
Everstar Asset Management
North Carolina
$1.39M
SL
4874
SWMG LLC
Texas
$1.39M
DF
4875
Define Financial
California
$1.39M