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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
BI
5126
Beckerman Institutional
New Jersey
$963K
EWM
5127
Evolution Wealth Management
Florida
$960K
CPA
5128
Compass Planning Associates
Massachusetts
$958K
CA
5129
Cresta Advisors
Texas
$956K
HAP
5130
Harbor Asset Planning
Massachusetts
$954K
ATI
5131
ARK & TLK Investments
Oklahoma
$952K
RWM
5132
Ruedi Wealth Management
Illinois
$952K
AIFS
5133
A&I Financial Services
Colorado
$951K
PP
5134
PFS Partners
New Jersey
$951K
FEG
5135
Fund Evaluation Group
Ohio
$951K
WWA
5136
Wingate Wealth Advisors
Massachusetts
$949K
KBG
5137
Kahn Brothers Group
New York
$948K
KSWA
5138
Kathleen S. Wright Associates
Pennsylvania
$947K
SMF
5139
Sterling Manor Financial
New York
$945K
TSS
5140
Thomas Story & Son
Indiana
$943K
FFG
5141
Foundry Financial Group
New Hampshire
$942K
MCM
5142
MontVue Capital Management
Virginia
$940K
DFA
5143
DHK Financial Advisors
New Hampshire
$937K
LIM
5144
Letson Investment Management
Georgia
$937K
T
5145
Transce3nd
Texas
$935K
UFA
5146
Uptown Financial Advisors
Texas
$935K
CWA
5147
Capital Wealth Alliance
Arizona
$934K
ICCON
5148
Investment Counsel Company of Nevada
Nevada
$933K
AWM
5149
Allen Wealth Management
North Carolina
$932K
CCA
5150
Cypress Capital Advisors
Tennessee
$932K