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