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Microsoft

5,734 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,533 increasing their positions, 2,585 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: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
FOR
5151
Family Office Research
Maryland
$892K
EW
5152
Enzi Wealth
Texas
$891K
FI
5153
FIDELIS iM
Oregon
$890K
EPP
5154
ETF Portfolio Partners
Kansas
$890K
DP
5155
Divergent Planning
Maryland
$888K
RWM
5156
Riverchase Wealth Management
Texas
$888K
SCM
5157
Sollinda Capital Management
Florida
$887K
CFGF
5158
Compass Financial Group (Florida)
Florida
$887K
CFG
5159
Cornerstone Financial Group
Nebraska
$886K
SIM
5160
Synergy Investment Management
Florida
$886K
JSA
5161
Jim Saulnier & Associates
Colorado
$885K
CCM
5162
Charter Capital Management
Wisconsin
$885K
CFS
5163
CGC Financial Services
Oregon
$883K
SAM
5164
Sequent Asset Management
Texas
$883K
FG
5165
Fairman Group
Pennsylvania
$882K
NA
5166
Note Advisors
New York
$877K
E
5167
EntreWealth
Texas
$876K
RWM
5168
Rolek Wealth Management
Pennsylvania
$876K
NI
5169
NCP Inc
California
$874K
SWA
5170
ShankerValleau Wealth Advisors
Illinois
$874K
WAM
5171
Weinberger Asset Management
California
$874K
XPN
5172
XY Planning Network
Montana
$872K
BAWM
5173
Bennett Associates Wealth Management
Pennsylvania
$870K
SVWG
5174
Shared Vision Wealth Group
United States
$870K
VI
5175
VanderPol Investments
Michigan
$868K