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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
KCM
5226
Kaye Capital Management
California
$774K
VFIC
5227
Valley Forge Investment Consultants
Pennsylvania
$770K
EFP
5228
EnRich Financial Partners
Wisconsin
$768K
T
5229
TOBAM
France
$768K
HSWS
5230
Higgins & Schmidt Wealth Strategies
Colorado
$766K
SCA
5231
Sippican Capital Advisors
Massachusetts
$765K
IWM
5232
IMG Wealth Management
Florida
$765K
BSWM
5233
Boston Standard Wealth Management
Massachusetts
$763K
WIC
5234
Whitegate Investment Counselors
New Hampshire
$760K
NPI
5235
New Perspectives Inc
Mississippi
$756K
BA
5236
BCM Advisors
Louisiana
$752K
NECFA
5237
New England Capital Financial Advisors
Connecticut
$751K
NWA
5238
Navis Wealth Advisors
New York
$751K
TWM
5239
Tanglewood Wealth Management
Texas
$749K
BOC
5240
Bull Oak Capital
California
$749K
KP
5241
Kitching Partners
Pennsylvania
$749K
GCWM
5242
Graham Capital Wealth Management
District of Columbia
$748K
SPI
5243
Strategic Planning Inc
Ohio
$746K
CC
5244
Carlson Capital
Texas
$746K
NI
5245
NFC Investments
Tennessee
$746K
FRM
5246
Fox Run Management
Connecticut
$745K
CC
5247
Climber Capital
Switzerland
$744K
VWA
5248
Valued Wealth Advisors
Utah
$740K
SIM
5249
Sims Investment Management
Ohio
$738K
TCM
5250
Tuttle Capital Management
Connecticut
$732K