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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
T
5226
TOBAM
France
$768K
HSWS
5227
Higgins & Schmidt Wealth Strategies
Colorado
$766K
SCA
5228
Sippican Capital Advisors
Massachusetts
$765K
IWM
5229
IMG Wealth Management
Florida
$765K
BSWM
5230
Boston Standard Wealth Management
Massachusetts
$763K
WIC
5231
Whitegate Investment Counselors
New Hampshire
$760K
NPI
5232
New Perspectives Inc
Mississippi
$756K
BA
5233
BCM Advisors
Louisiana
$752K
NECFA
5234
New England Capital Financial Advisors
Connecticut
$751K
NWA
5235
Navis Wealth Advisors
New York
$751K
TWM
5236
Tanglewood Wealth Management
Texas
$749K
BOC
5237
Bull Oak Capital
California
$749K
KP
5238
Kitching Partners
Pennsylvania
$749K
GCWM
5239
Graham Capital Wealth Management
District of Columbia
$748K
CC
5240
Carlson Capital
Texas
$746K
NI
5241
NFC Investments
Tennessee
$746K
FRM
5242
Fox Run Management
Connecticut
$745K
CC
5243
Climber Capital
Switzerland
$744K
VWA
5244
Valued Wealth Advisors
Utah
$740K
SIM
5245
Sims Investment Management
Ohio
$738K
TCM
5246
Tuttle Capital Management
Connecticut
$732K
RCWM
5247
Red Crane Wealth Management
California
$732K
CAG
5248
Compass Advisory Group
New York
$731K
CPA
5249
Clear Point Advisors
New York
$728K
BFP
5250
Briaud Financial Planning
Texas
$727K