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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
BI
4851
Ballast Inc
Kentucky
$1.38M
JPLA
4852
Joseph P. Lucia & Associates
New York
$1.38M
SF
4853
Seros Financial
Arizona
$1.37M
SFP
4854
SwitchPoint Financial Planning
Utah
$1.37M
IFA
4855
Independence Financial Advisors
New Hampshire
$1.37M
OS
4856
Objectivity Squared
South Carolina
$1.37M
ACM
4857
Andina Capital Management
Utah
$1.37M
RMF
4858
Red Mountain Financial
Colorado
$1.36M
AWM
4859
Act Wealth Management
Texas
$1.36M
DC
4860
Defender Capital
North Carolina
$1.36M
BF
4861
Bonfire Financial
Colorado
$1.36M
WAM
4862
Winslow Asset Management
Ohio
$1.36M
GCIA
4863
Gabelli & Co Investment Advisers
New York
$1.35M
RWRC
4864
R.W. Roge & Company
New York
$1.35M
EP
4865
EPIQ Partners
Minnesota
$1.35M
LGW
4866
Leslie Global Wealth
Illinois
$1.35M
CCA
4867
Conestoga Capital Advisors
Pennsylvania
$1.35M
SC
4868
Schubert & Co
Texas
$1.35M
AU
4869
Algebris (UK)
United Kingdom
$1.34M
W
4870
WPWealth
Texas
$1.34M
SM
4871
Sensible Money
Arizona
$1.34M
TPBG
4872
Turning Point Benefit Group
Maryland
$1.34M
CF
4873
Cyr Financial
Illinois
$1.34M
JE
4874
JMAC Enterprises
Pennsylvania
$1.34M
OAM
4875
Oberweis Asset Management
Illinois
$1.34M