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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
AWP
5076
Axis Wealth Partners
Rhode Island
$985K
GRA
5077
Golden Road Advisors
Florida
$982K
CFG
5078
Certior Financial Group
Pennsylvania
$981K
SIA
5079
Summit Investment Advisors
Maryland
$980K
DI
5080
DDFG Inc
California
$978K
EFMH
5081
E Fund Management (HK)
Hong Kong
$978K
SSA
5082
Sierra Summit Advisors
Nevada
$977K
ADIM
5083
Alpha DNA Investment Management
Maryland
$973K
QL
5084
Quarry LP
New York
$972K
FFWM
5085
Future Financial Wealth Management
Ohio
$968K
CI
5086
Ceera Investments
Texas
$967K
PWM
5087
Puff Wealth Management
New Jersey
$966K
VWM
5088
Vermillion Wealth Management
Minnesota
$964K
BI
5089
Beckerman Institutional
New Jersey
$963K
EWM
5090
Evolution Wealth Management
Florida
$960K
CPA
5091
Compass Planning Associates
Massachusetts
$958K
CA
5092
Cresta Advisors
Texas
$956K
HAP
5093
Harbor Asset Planning
Massachusetts
$954K
ATI
5094
ARK & TLK Investments
Oklahoma
$952K
RWM
5095
Ruedi Wealth Management
Illinois
$952K
AIFS
5096
A&I Financial Services
Colorado
$951K
PP
5097
PFS Partners
New Jersey
$951K
FEG
5098
Fund Evaluation Group
Ohio
$951K
WWA
5099
Wingate Wealth Advisors
Massachusetts
$949K
KBG
5100
Kahn Brothers Group
New York
$948K