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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
ACH
5026
ArrowMark Colorado Holdings
Colorado
$1.14M
BWP
5027
BlueStem Wealth Partners
Minnesota
$1.14M
TWG
5028
The Wealth Group
Minnesota
$1.14M
WFA
5029
Websterrogers Financial Advisors
South Carolina
$1.13M
CCP
5030
Carmel Capital Partners
California
$1.13M
WAG
5031
Wheelhouse Advisory Group
Missouri
$1.13M
PFA
5032
Presper Financial Architects
Ohio
$1.13M
KCM
5033
Kendall Capital Management
Maryland
$1.12M
DWMS
5034
Dominguez Wealth Management Solutions
Virginia
$1.12M
RRWA
5035
Rainey & Randall Wealth Advisors
Florida
$1.12M
AL
5036
Arnhold LLC
New York
$1.12M
FS
5037
Financial Symmetry
North Carolina
$1.12M
ICM
5038
Innovator Capital Management
Illinois
$1.11M
CIAS
5039
CBIZ Investment Advisory Services
Ohio
$1.11M
CW
5040
Curio Wealth
Maryland
$1.11M
BI
5041
Binnacle Investments
Iowa
$1.11M
HWM
5042
HRC Wealth Management
Idaho
$1.11M
VFS
5043
Valpey Financial Services
New Hampshire
$1.11M
HFS
5044
Hughes Financial Services
Virginia
$1.1M
IMC
5045
Investment Management Corporation
Virginia
$1.1M
CFS
5046
Cannon Financial Strategists
Georgia
$1.1M
HCM
5047
Horrell Capital Management
Arkansas
$1.1M
CWR
5048
Chico Wealth RIA
California
$1.1M
BH
5049
Burk Holdings
Oklahoma
$1.09M
MSF
5050
Mustard Seed Financial
Arkansas
$1.09M