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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
KSWA
5101
Kathleen S. Wright Associates
Pennsylvania
$947K
SMF
5102
Sterling Manor Financial
New York
$945K
TSS
5103
Thomas Story & Son
Indiana
$943K
FFG
5104
Foundry Financial Group
New Hampshire
$942K
MCM
5105
MontVue Capital Management
Virginia
$940K
DFA
5106
DHK Financial Advisors
New Hampshire
$937K
LIM
5107
Letson Investment Management
Georgia
$937K
T
5108
Transce3nd
Texas
$935K
UFA
5109
Uptown Financial Advisors
Texas
$935K
CWA
5110
Capital Wealth Alliance
Arizona
$934K
ICCON
5111
Investment Counsel Company of Nevada
Nevada
$933K
AWM
5112
Allen Wealth Management
North Carolina
$932K
CCA
5113
Cypress Capital Advisors
Tennessee
$932K
SNWA
5114
Siligmueller & Norvid Wealth Advisors
Illinois
$931K
AAS
5115
AdviceOne Advisory Services
Connecticut
$930K
OBWP
5116
O'Brien Wealth Partners
Massachusetts
$930K
SHF
5117
Stage Harbor Financial
Massachusetts
$929K
CWA
5118
Centerline Wealth Advisors
Kentucky
$929K
BFA
5119
Bluestem Financial Advisors
Illinois
$929K
CPP
5120
Capasso Planning Partners
South Carolina
$925K
CWM
5121
Collaborative Wealth Management
Florida
$924K
WH
5122
Whitcomb & Hess
Ohio
$923K
NWM
5123
Napa Wealth Management
California
$921K
CFG
5124
Compton Financial Group
Maryland
$919K
PWM
5125
Parkshore Wealth Management
California
$918K