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Microsoft

5,732 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, 2,533 increasing their positions, 2,584 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: 5,6925,732 (+40)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,584

Holders
5,732
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
BHWA
5076
Beacon Harbor Wealth Advisors
Virginia
$987K
AWP
5077
Axis Wealth Partners
Rhode Island
$985K
GRA
5078
Golden Road Advisors
Florida
$982K
CFG
5079
Certior Financial Group
Pennsylvania
$981K
SIA
5080
Summit Investment Advisors
Maryland
$980K
DI
5081
DDFG Inc
California
$978K
EFMH
5082
E Fund Management (HK)
Hong Kong
$978K
SSA
5083
Sierra Summit Advisors
Nevada
$977K
ADIM
5084
Alpha DNA Investment Management
Maryland
$973K
QL
5085
Quarry LP
New York
$972K
FFWM
5086
Future Financial Wealth Management
Ohio
$968K
CI
5087
Ceera Investments
Texas
$967K
PWM
5088
Puff Wealth Management
New Jersey
$966K
VWM
5089
Vermillion Wealth Management
Minnesota
$964K
BI
5090
Beckerman Institutional
New Jersey
$963K
EWM
5091
Evolution Wealth Management
Florida
$960K
CPA
5092
Compass Planning Associates
Massachusetts
$958K
CA
5093
Cresta Advisors
Texas
$956K
HAP
5094
Harbor Asset Planning
Massachusetts
$954K
ATI
5095
ARK & TLK Investments
Oklahoma
$952K
RWM
5096
Ruedi Wealth Management
Illinois
$952K
AIFS
5097
A&I Financial Services
Colorado
$951K
PP
5098
PFS Partners
New Jersey
$951K
FEG
5099
Fund Evaluation Group
Ohio
$951K
WWA
5100
Wingate Wealth Advisors
Massachusetts
$949K