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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
BCI
5101
Blue Capital Inc
Nebraska
$1M
GFWA
5102
Grey Fox Wealth Advisors
Delaware
$1M
AIA
5103
Aventus Investment Advisors
Florida
$997K
MWA
5104
Martel Wealth Advisors
Washington
$996K
IPA
5105
Investment Planning Advisors
Georgia
$995K
BAM
5106
BOCHK Asset Management
Hong Kong
$995K
KGP
5107
Keystone Global Partners
Colorado
$992K
AI
5108
Axecap Investments
Ohio
$991K
HFW
5109
Horizon Family Wealth
Illinois
$990K
COFSG
5110
Carbahal Olsen Financial Services Group
California
$990K
KRW
5111
Kaufman Rossin Wealth
Florida
$988K
BHWA
5112
Beacon Harbor Wealth Advisors
Virginia
$987K
AWP
5113
Axis Wealth Partners
Rhode Island
$985K
GRA
5114
Golden Road Advisors
Florida
$982K
CFG
5115
Certior Financial Group
Pennsylvania
$981K
SIA
5116
Summit Investment Advisors
Maryland
$980K
DI
5117
DDFG Inc
California
$978K
EFMH
5118
E Fund Management (HK)
Hong Kong
$978K
SSA
5119
Sierra Summit Advisors
Nevada
$977K
ADIM
5120
Alpha DNA Investment Management
Maryland
$973K
QL
5121
Quarry LP
New York
$972K
FFWM
5122
Future Financial Wealth Management
Ohio
$968K
CI
5123
Ceera Investments
Texas
$967K
PWM
5124
Puff Wealth Management
New Jersey
$966K
VWM
5125
Vermillion Wealth Management
Minnesota
$964K