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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
CFS
5051
Compass Financial Services
Iowa
$1.03M
FI
5052
FWG Investments
Kentucky
$1.03M
OWA
5053
Oak Wealth Advisors
Illinois
$1.02M
PCM
5054
Passive Capital Management
Maryland
$1.02M
B
5055
BetterWealth
California
$1.02M
FF
5056
Farnam Financial
Arizona
$1.02M
EC
5057
Eaton-Cambridge
Arizona
$1.02M
HCRE
5058
Hoya Capital Real Estate
Connecticut
$1.02M
MIM
5059
Martin Investment Management
Florida
$1.01M
VP
5060
Verisail Partners
Georgia
$1.01M
HPCM
5061
Hunter Perkins Capital Management
Illinois
$1.01M
BFS
5062
Burrus Financial Services
Utah
$1.01M
DFG
5063
Dupree Financial Group
Kentucky
$1.01M
CWM
5064
Copia Wealth Management
Oregon
$1.01M
KFG
5065
Kingdom Financial Group
Arizona
$1.01M
MF
5066
Magnetar Financial
Illinois
$1M
BCI
5067
Blue Capital Inc
Nebraska
$1M
GFWA
5068
Grey Fox Wealth Advisors
Delaware
$1M
AIA
5069
Aventus Investment Advisors
Florida
$997K
MWA
5070
Martel Wealth Advisors
Washington
$996K
IPA
5071
Investment Planning Advisors
Georgia
$995K
BAM
5072
BOCHK Asset Management
Hong Kong
$995K
KGP
5073
Keystone Global Partners
Colorado
$992K
AI
5074
Axecap Investments
Ohio
$991K
HFW
5075
Horizon Family Wealth
Illinois
$990K