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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, 2,533 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: 2,533 | 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
VPWA
4901
Vestia Personal Wealth Advisors
Indiana
$1.28M
OFS
4902
Oldfather Financial Services
Nebraska
$1.28M
DC
4903
Dorval Corp
Minnesota
$1.28M
PIFP
4904
Partners in Financial Planning
Virginia
$1.28M
TFG
4905
Tilson Financial Group
New Jersey
$1.28M
WN
4906
Williams & Novak
California
$1.27M
GPW
4907
Gentry Private Wealth
Kansas
$1.27M
NFW
4908
Noble Family Wealth
Florida
$1.27M
RC
4909
Rexford Capital
Texas
$1.27M
PJWM
4910
Philip James Wealth Mangement
Georgia
$1.27M
SWA
4911
Serenus Wealth Advisors
California
$1.27M
IWB
4912
Innovative Wealth Building
Maryland
$1.27M
RB
4913
Richmond Brothers
Michigan
$1.26M
CCM
4914
Carmel Capital Management
California
$1.26M
DWM
4915
Dopkins Wealth Management
New York
$1.26M
RA
4916
Resolute Advisors
California
$1.26M
VMMC
4917
V.M. Manning & Co
South Carolina
$1.26M
IC
4918
Inkwell Capital
Florida
$1.26M
TWM
4919
TSA Wealth Management
Texas
$1.26M
CWA
4920
Core Wealth Advisors
Florida
$1.25M
SCA
4921
Stuart Chaussee & Associates
California
$1.25M
BOC
4922
Blue Oak Capital
California
$1.25M
FFP
4923
Freedom Financial Partners
Minnesota
$1.25M
GCM
4924
Gallacher Capital Management
Colorado
$1.24M
OCFG
4925
O'Connor Financial Group
Illinois
$1.24M