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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
COFSG
5076
Carbahal Olsen Financial Services Group
California
$990K
KRW
5077
Kaufman Rossin Wealth
Florida
$988K
BHWA
5078
Beacon Harbor Wealth Advisors
Virginia
$987K
AWP
5079
Axis Wealth Partners
Rhode Island
$985K
GRA
5080
Golden Road Advisors
Florida
$982K
CFG
5081
Certior Financial Group
Pennsylvania
$981K
SIA
5082
Summit Investment Advisors
Maryland
$980K
DI
5083
DDFG Inc
California
$978K
EFMH
5084
E Fund Management (HK)
Hong Kong
$978K
SSA
5085
Sierra Summit Advisors
Nevada
$977K
ADIM
5086
Alpha DNA Investment Management
Maryland
$973K
QL
5087
Quarry LP
New York
$972K
FFWM
5088
Future Financial Wealth Management
Ohio
$968K
CI
5089
Ceera Investments
Texas
$967K
PWM
5090
Puff Wealth Management
New Jersey
$966K
VWM
5091
Vermillion Wealth Management
Minnesota
$964K
BI
5092
Beckerman Institutional
New Jersey
$963K
EWM
5093
Evolution Wealth Management
Florida
$960K
CPA
5094
Compass Planning Associates
Massachusetts
$958K
CA
5095
Cresta Advisors
Texas
$956K
HAP
5096
Harbor Asset Planning
Massachusetts
$954K
ATI
5097
ARK & TLK Investments
Oklahoma
$952K
RWM
5098
Ruedi Wealth Management
Illinois
$952K
AIFS
5099
A&I Financial Services
Colorado
$951K
PP
5100
PFS Partners
New Jersey
$951K