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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
PFA
5076
Plotkin Financial Advisors
Maryland
$1.04M
FL
5077
FreeGulliver LLC
Louisiana
$1.04M
OWM
5078
Orca Wealth Management
Florida
$1.04M
SFMG
5079
Sage Financial Management Group
Virginia
$1.03M
BWM
5080
Brickley Wealth Management
California
$1.03M
LAM
5081
Lifestyle Asset Management
Texas
$1.03M
CA
5082
Corrado Advisors
New Jersey
$1.03M
ACM
5083
Ardent Capital Management
Ohio
$1.03M
ORAM
5084
One River Asset Management
Connecticut
$1.03M
CFS
5085
Compass Financial Services
Iowa
$1.03M
FI
5086
FWG Investments
Kentucky
$1.03M
OWA
5087
Oak Wealth Advisors
Illinois
$1.02M
PCM
5088
Passive Capital Management
Maryland
$1.02M
B
5089
BetterWealth
California
$1.02M
FF
5090
Farnam Financial
Arizona
$1.02M
EC
5091
Eaton-Cambridge
Arizona
$1.02M
HCRE
5092
Hoya Capital Real Estate
Connecticut
$1.02M
MIM
5093
Martin Investment Management
Florida
$1.01M
VP
5094
Verisail Partners
Georgia
$1.01M
HPCM
5095
Hunter Perkins Capital Management
Illinois
$1.01M
BFS
5096
Burrus Financial Services
Utah
$1.01M
DFG
5097
Dupree Financial Group
Kentucky
$1.01M
CWM
5098
Copia Wealth Management
Oregon
$1.01M
KFG
5099
Kingdom Financial Group
Arizona
$1.01M
MF
5100
Magnetar Financial
Illinois
$1M