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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
TPW
5226
TL Private Wealth
Texas
$832K
RFA
5227
RTD Financial Advisors
Pennsylvania
$832K
JAA
5228
Joel Adams & Associates
North Carolina
$831K
CC
5229
Capstone Capital
Nevada
$829K
WWM
5230
Woodside Wealth Management
Massachusetts
$828K
HA
5231
HFG Advisors
Ohio
$825K
BWM
5232
Base Wealth Management
Florida
$824K
MA
5233
Maxele Advisors
Missouri
$820K
HPA
5234
High Probability Advisors
New York
$820K
CAM
5235
Cobblestone Asset Management
Virginia
$818K
AFG
5236
Arkansas Financial Group
Arkansas
$818K
SBF
5237
Sara-Bay Financial
Florida
$815K
TWA
5238
Trace Wealth Advisors
California
$815K
BWA
5239
BlueSky Wealth Advisors
North Carolina
$815K
PAM
5240
PVG Asset Management
Colorado
$814K
GWM
5241
GoalFusion Wealth Management
Texas
$813K
NAMA
5242
Nikko Asset Management Americas
New York
$812K
LWM
5243
Luminvest Wealth Management
Arizona
$811K
CPWM
5244
Cypress Point Wealth Management
Texas
$805K
MAS
5245
MPWM Advisory Solutions
Georgia
$803K
HHMI
5246
Howard Hughes Medical Institute
Maryland
$801K
KG
5247
Kilter Group
New York
$797K
DMKJ
5248
David M. Knott Jr
$796K
CSIA
5249
Carl Stuart Investment Advisor
Texas
$794K
AWMNY
5250
Arcadia Wealth Management (New York)
New York
$794K