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Microsoft

5,729 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, 2,532 increasing their positions, 2,582 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: 5,6925,729 (+37)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,582

Holders
5,729
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
OWA
5051
Oak Wealth Advisors
Illinois
$1.02M
PCM
5052
Passive Capital Management
Maryland
$1.02M
B
5053
BetterWealth
California
$1.02M
FF
5054
Farnam Financial
Arizona
$1.02M
EC
5055
Eaton-Cambridge
Arizona
$1.02M
HCRE
5056
Hoya Capital Real Estate
Connecticut
$1.02M
MIM
5057
Martin Investment Management
Florida
$1.01M
VP
5058
Verisail Partners
Georgia
$1.01M
HPCM
5059
Hunter Perkins Capital Management
Illinois
$1.01M
BFS
5060
Burrus Financial Services
Utah
$1.01M
DFG
5061
Dupree Financial Group
Kentucky
$1.01M
CWM
5062
Copia Wealth Management
Oregon
$1.01M
KFG
5063
Kingdom Financial Group
Arizona
$1.01M
MF
5064
Magnetar Financial
Illinois
$1M
BCI
5065
Blue Capital Inc
Nebraska
$1M
GFWA
5066
Grey Fox Wealth Advisors
Delaware
$1M
MWA
5067
Martel Wealth Advisors
Washington
$996K
IPA
5068
Investment Planning Advisors
Georgia
$995K
BAM
5069
BOCHK Asset Management
Hong Kong
$995K
KGP
5070
Keystone Global Partners
Colorado
$992K
AI
5071
Axecap Investments
Ohio
$991K
HFW
5072
Horizon Family Wealth
Illinois
$990K
COFSG
5073
Carbahal Olsen Financial Services Group
California
$990K
KRW
5074
Kaufman Rossin Wealth
Florida
$988K
BHWA
5075
Beacon Harbor Wealth Advisors
Virginia
$987K