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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
EPP
5151
ETF Portfolio Partners
Kansas
$890K
DP
5152
Divergent Planning
Maryland
$888K
RWM
5153
Riverchase Wealth Management
Texas
$888K
SCM
5154
Sollinda Capital Management
Florida
$887K
CFGF
5155
Compass Financial Group (Florida)
Florida
$887K
CFG
5156
Cornerstone Financial Group
Nebraska
$886K
SIM
5157
Synergy Investment Management
Florida
$886K
JSA
5158
Jim Saulnier & Associates
Colorado
$885K
CCM
5159
Charter Capital Management
Wisconsin
$885K
CFS
5160
CGC Financial Services
Oregon
$883K
SAM
5161
Sequent Asset Management
Texas
$883K
FG
5162
Fairman Group
Pennsylvania
$882K
NA
5163
Note Advisors
New York
$877K
E
5164
EntreWealth
Texas
$876K
RWM
5165
Rolek Wealth Management
Pennsylvania
$876K
NI
5166
NCP Inc
California
$874K
SWA
5167
ShankerValleau Wealth Advisors
Illinois
$874K
WAM
5168
Weinberger Asset Management
California
$874K
XPN
5169
XY Planning Network
Montana
$872K
BAWM
5170
Bennett Associates Wealth Management
Pennsylvania
$870K
SVWG
5171
Shared Vision Wealth Group
United States
$870K
VI
5172
VanderPol Investments
Michigan
$868K
KWM
5173
KMT Wealth Management
California
$867K
TIM
5174
Total Investment Management
Arizona
$866K
RWM
5175
RMG Wealth Management
Wisconsin
$865K