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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
IC
4951
Inkwell Capital
Florida
$1.26M
TWM
4952
TSA Wealth Management
Texas
$1.26M
CWA
4953
Core Wealth Advisors
Florida
$1.25M
SCA
4954
Stuart Chaussee & Associates
California
$1.25M
BOC
4955
Blue Oak Capital
California
$1.25M
FFP
4956
Freedom Financial Partners
Minnesota
$1.25M
GCM
4957
Gallacher Capital Management
Colorado
$1.24M
OCFG
4958
O'Connor Financial Group
Illinois
$1.24M
MBFW
4959
Morton Brown Family Wealth
Pennsylvania
$1.24M
MFF
4960
Michels Family Financial
Texas
$1.24M
BC
4961
BIT Capital
Germany
$1.24M
KNFPWM
4962
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.24M
TFA
4963
TPG Financial Advisors
Oregon
$1.23M
FLFS
4964
Family Legacy Financial Solutions
North Carolina
$1.23M
BF
4965
Brooklyn FI
New York
$1.23M
W
4966
WorthPointe
California
$1.23M
LAS
4967
Lloyd Advisory Services
Georgia
$1.23M
KV
4968
Kickstand Ventures
New York
$1.23M
VFG
4969
V2 Financial group
Illinois
$1.23M
HIM
4970
Hanlon Investment Management
New Jersey
$1.23M
SIMG
4971
Stephens Investment Management Group
Texas
$1.23M
IWP
4972
Insight Wealth Partners
Texas
$1.23M
PWM
4973
Provident Wealth Management
Tennessee
$1.23M
TC
4974
TAGStone Capital
North Carolina
$1.22M
SA
4975
Stewardship Advisors
Pennsylvania
$1.22M