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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
AFG
5201
Arkansas Financial Group
Arkansas
$818K
SBF
5202
Sara-Bay Financial
Florida
$815K
TWA
5203
Trace Wealth Advisors
California
$815K
BWA
5204
BlueSky Wealth Advisors
North Carolina
$815K
PAM
5205
PVG Asset Management
Colorado
$814K
GWM
5206
GoalFusion Wealth Management
Texas
$813K
NAMA
5207
Nikko Asset Management Americas
New York
$812K
LWM
5208
Luminvest Wealth Management
Arizona
$811K
CPWM
5209
Cypress Point Wealth Management
Texas
$805K
MAS
5210
MPWM Advisory Solutions
Georgia
$803K
HHMI
5211
Howard Hughes Medical Institute
Maryland
$801K
KG
5212
Kilter Group
New York
$797K
DMKJ
5213
David M. Knott Jr
$796K
CSIA
5214
Carl Stuart Investment Advisor
Texas
$794K
AWMNY
5215
Arcadia Wealth Management (New York)
New York
$794K
ACM
5216
Alamar Capital Management
California
$794K
CMMS
5217
Comprehensive Money Management Services
Florida
$793K
PFG
5218
Pinnacle Financial Group
Illinois
$793K
LKBC
5219
L.K. Benson & Company
Maryland
$792K
LW
5220
Lauer Wealth
Indiana
$785K
IDBONY
5221
Israel Discount Bank of New York
New York
$783K
TF
5222
Threadgill Financial
Texas
$778K
FF
5223
Foronjy Financial
California
$778K
CC
5224
Centiva Capital
New York
$777K
AWMNH
5225
Arcadia Wealth Management (New Hampshire)
New Hampshire
$775K