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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
AI
5051
Auour Investments
Massachusetts
$1.09M
CPCP
5052
Cedar Point Capital Partners
Iowa
$1.09M
BWIA
5053
Bryant Woods Investment Advisors
New York
$1.09M
SWM
5054
Shakespeare Wealth Management
Wisconsin
$1.09M
LIWM
5055
Long Island Wealth Management
New York
$1.08M
MF
5056
Manuka Financial
Virginia
$1.08M
SFC
5057
Summit Financial Consulting
Michigan
$1.07M
IWP
5058
IAG Wealth Partners
Wisconsin
$1.07M
AAMC
5059
Asset Allocation & Management Company
Illinois
$1.07M
CCMT
5060
CMT Capital Markets Trading
Germany
$1.07M
LSL
5061
Legacy Solutions LLC
Pennsylvania
$1.07M
HIA
5062
HTG Investment Advisors
Connecticut
$1.07M
FWM
5063
ForthRight Wealth Management
Georgia
$1.07M
HPM
5064
Hudson Portfolio Management
New York
$1.06M
EW
5065
Entruity Wealth
California
$1.06M
CFO
5066
Custos Family Office
Texas
$1.06M
WAG
5067
Windsor Advisory Group
Ohio
$1.06M
EWA
5068
Elevate Wealth Advisory
Georgia
$1.05M
DC
5069
Darrow Company
Massachusetts
$1.05M
TDC
5070
Thompson Davis & Co
Virginia
$1.04M
MPW
5071
MA Private Wealth
California
$1.04M
SG
5072
Sharper & Granite
California
$1.04M
DI
5073
Disciplined Investments
Oklahoma
$1.04M
BP
5074
BWM Planning
Texas
$1.04M
MIAS
5075
Mason Investment Advisory Services
Virginia
$1.04M