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Microsoft

5,732 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,533 increasing their positions, 2,584 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: 5,6925,732 (+40)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,584

Holders
5,732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,106
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
AL
5001
Arnhold LLC
New York
$1.12M
FS
5002
Financial Symmetry
North Carolina
$1.12M
ICM
5003
Innovator Capital Management
Illinois
$1.11M
CIAS
5004
CBIZ Investment Advisory Services
Ohio
$1.11M
CW
5005
Curio Wealth
Maryland
$1.11M
BI
5006
Binnacle Investments
Iowa
$1.11M
HWM
5007
HRC Wealth Management
Idaho
$1.11M
VFS
5008
Valpey Financial Services
New Hampshire
$1.11M
HFS
5009
Hughes Financial Services
Virginia
$1.1M
IMC
5010
Investment Management Corporation
Virginia
$1.1M
CFS
5011
Cannon Financial Strategists
Georgia
$1.1M
HCM
5012
Horrell Capital Management
Arkansas
$1.1M
CWR
5013
Chico Wealth RIA
California
$1.1M
BH
5014
Burk Holdings
Oklahoma
$1.09M
MSF
5015
Mustard Seed Financial
Arkansas
$1.09M
AI
5016
Auour Investments
Massachusetts
$1.09M
CPCP
5017
Cedar Point Capital Partners
Iowa
$1.09M
BWIA
5018
Bryant Woods Investment Advisors
New York
$1.09M
SWM
5019
Shakespeare Wealth Management
Wisconsin
$1.09M
LIWM
5020
Long Island Wealth Management
New York
$1.08M
MF
5021
Manuka Financial
Virginia
$1.08M
SFC
5022
Summit Financial Consulting
Michigan
$1.07M
IWP
5023
IAG Wealth Partners
Wisconsin
$1.07M
AAMC
5024
Asset Allocation & Management Company
Illinois
$1.07M
CCMT
5025
CMT Capital Markets Trading
Germany
$1.07M