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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
SNWA
5151
Siligmueller & Norvid Wealth Advisors
Illinois
$931K
AAS
5152
AdviceOne Advisory Services
Connecticut
$930K
OBWP
5153
O'Brien Wealth Partners
Massachusetts
$930K
SHF
5154
Stage Harbor Financial
Massachusetts
$929K
CWA
5155
Centerline Wealth Advisors
Kentucky
$929K
BFA
5156
Bluestem Financial Advisors
Illinois
$929K
CPP
5157
Capasso Planning Partners
South Carolina
$925K
CWM
5158
Collaborative Wealth Management
Florida
$924K
WH
5159
Whitcomb & Hess
Ohio
$923K
NWM
5160
Napa Wealth Management
California
$921K
CFG
5161
Compton Financial Group
Maryland
$919K
PWM
5162
Parkshore Wealth Management
California
$918K
TFG
5163
Tull Financial Group
Virginia
$918K
PCM
5164
Prospera Capital Management
Arizona
$917K
OFG
5165
Opulen Financial Group
Virginia
$913K
FFP
5166
Forbes Financial Planning
Rhode Island
$913K
TCM
5167
TT Capital Management
California
$912K
DW
5168
Dodds Wealth
Colorado
$912K
CJ
5169
Caitlin John
Michigan
$912K
DFA
5170
DHJJ Financial Advisors
Illinois
$910K
DFC
5171
DBK Financial Counsel
Ohio
$910K
SHIM
5172
Stone House Investment Management
Pennsylvania
$909K
BFG
5173
Baron Financial Group
New Jersey
$908K
BCM
5174
Birmingham Capital Management
Alabama
$907K
HG
5175
Harbor Group
New Hampshire
$907K