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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
MA
4876
MAS Advisors
Florida
$1.33M
LFA
4877
Level Financial Advisors
New York
$1.33M
MWM
4878
Melfa Wealth Management
Massachusetts
$1.33M
MPW
4879
MGO Private Wealth
California
$1.33M
FP
4880
FFG Partners
Florida
$1.33M
RIM
4881
Reliant Investment Management
Tennessee
$1.33M
SC
4882
Stephens Consulting
Michigan
$1.32M
HFF
4883
Halter Ferguson Financial
Indiana
$1.32M
BA
4884
Ballew Advisors
Mississippi
$1.32M
ACA
4885
American Capital Advisory
Idaho
$1.32M
CCA
4886
Conservest Capital Advisors
Pennsylvania
$1.31M
PIC
4887
Portland Investment Counsel
Ontario, Canada
$1.31M
NQWM
4888
Northwest Quadrant Wealth Management
Oregon
$1.31M
RWS
4889
Retirement Wealth Solutions
Wisconsin
$1.31M
AWM
4890
Able Wealth Management
New Jersey
$1.31M
TB
4891
Terril Brothers
Missouri
$1.3M
NMCM
4892
Nicholson Meyer Capital Management
Missouri
$1.3M
PCM
4893
Presidio Capital Management
California
$1.3M
AIM
4894
ARK Investment Management
Florida
$1.3M
GCM
4895
Glaxis Capital Management
Florida
$1.29M
Blackstone Inc
4896
Blackstone Inc
New York
$1.29M
WCWM
4897
Wooster Corthell Wealth Management
Connecticut
$1.29M
QWM
4898
Quaker Wealth Management
New Jersey
$1.29M
NBWM
4899
North Berkeley Wealth Management
California
$1.29M
DO
4900
denkapparat Operations
Germany
$1.29M