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Microsoft

5,730 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, 2,583 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: 5,6925,730 (+38)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,583

Holders
5,730
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
BWA
5201
BlueSky Wealth Advisors
North Carolina
$815K
PAM
5202
PVG Asset Management
Colorado
$814K
GWM
5203
GoalFusion Wealth Management
Texas
$813K
NAMA
5204
Nikko Asset Management Americas
New York
$812K
LWM
5205
Luminvest Wealth Management
Arizona
$811K
CPWM
5206
Cypress Point Wealth Management
Texas
$805K
MAS
5207
MPWM Advisory Solutions
Georgia
$803K
HHMI
5208
Howard Hughes Medical Institute
Maryland
$801K
KG
5209
Kilter Group
New York
$797K
DMKJ
5210
David M. Knott Jr
$796K
CSIA
5211
Carl Stuart Investment Advisor
Texas
$794K
AWMNY
5212
Arcadia Wealth Management (New York)
New York
$794K
ACM
5213
Alamar Capital Management
California
$794K
CMMS
5214
Comprehensive Money Management Services
Florida
$793K
PFG
5215
Pinnacle Financial Group
Illinois
$793K
LKBC
5216
L.K. Benson & Company
Maryland
$792K
LW
5217
Lauer Wealth
Indiana
$785K
IDBONY
5218
Israel Discount Bank of New York
New York
$783K
TF
5219
Threadgill Financial
Texas
$778K
FF
5220
Foronjy Financial
California
$778K
CC
5221
Centiva Capital
New York
$777K
AWMNH
5222
Arcadia Wealth Management (New Hampshire)
New Hampshire
$775K
KCM
5223
Kaye Capital Management
California
$774K
VFIC
5224
Valley Forge Investment Consultants
Pennsylvania
$770K
EFP
5225
EnRich Financial Partners
Wisconsin
$768K