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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
SC
4901
Schubert & Co
Texas
$1.35M
AU
4902
Algebris (UK)
United Kingdom
$1.34M
W
4903
WPWealth
Texas
$1.34M
SM
4904
Sensible Money
Arizona
$1.34M
TPBG
4905
Turning Point Benefit Group
Maryland
$1.34M
CF
4906
Cyr Financial
Illinois
$1.34M
JE
4907
JMAC Enterprises
Pennsylvania
$1.34M
OAM
4908
Oberweis Asset Management
Illinois
$1.34M
MA
4909
MAS Advisors
Florida
$1.33M
LFA
4910
Level Financial Advisors
New York
$1.33M
MWM
4911
Melfa Wealth Management
Massachusetts
$1.33M
MPW
4912
MGO Private Wealth
California
$1.33M
FP
4913
FFG Partners
Florida
$1.33M
RIM
4914
Reliant Investment Management
Tennessee
$1.33M
SC
4915
Stephens Consulting
Michigan
$1.32M
HFF
4916
Halter Ferguson Financial
Indiana
$1.32M
BA
4917
Ballew Advisors
Mississippi
$1.32M
ACA
4918
American Capital Advisory
Idaho
$1.32M
CCA
4919
Conservest Capital Advisors
Pennsylvania
$1.31M
PIC
4920
Portland Investment Counsel
Ontario, Canada
$1.31M
NQWM
4921
Northwest Quadrant Wealth Management
Oregon
$1.31M
RWS
4922
Retirement Wealth Solutions
Wisconsin
$1.31M
AWM
4923
Able Wealth Management
New Jersey
$1.31M
TB
4924
Terril Brothers
Missouri
$1.3M
NMCM
4925
Nicholson Meyer Capital Management
Missouri
$1.3M