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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
ACM
5251
Alamar Capital Management
California
$794K
CMMS
5252
Comprehensive Money Management Services
Florida
$793K
PFG
5253
Pinnacle Financial Group
Illinois
$793K
LKBC
5254
L.K. Benson & Company
Maryland
$792K
LW
5255
Lauer Wealth
Indiana
$785K
IDBONY
5256
Israel Discount Bank of New York
New York
$783K
TF
5257
Threadgill Financial
Texas
$778K
FF
5258
Foronjy Financial
California
$778K
CC
5259
Centiva Capital
New York
$777K
AWMNH
5260
Arcadia Wealth Management (New Hampshire)
New Hampshire
$775K
KCM
5261
Kaye Capital Management
California
$774K
VFIC
5262
Valley Forge Investment Consultants
Pennsylvania
$770K
EFP
5263
EnRich Financial Partners
Wisconsin
$768K
T
5264
TOBAM
France
$768K
HSWS
5265
Higgins & Schmidt Wealth Strategies
Colorado
$766K
SCA
5266
Sippican Capital Advisors
Massachusetts
$765K
IWM
5267
IMG Wealth Management
Florida
$765K
BSWM
5268
Boston Standard Wealth Management
Massachusetts
$763K
WIC
5269
Whitegate Investment Counselors
New Hampshire
$760K
NPI
5270
New Perspectives Inc
Mississippi
$756K
BA
5271
BCM Advisors
Louisiana
$752K
NECFA
5272
New England Capital Financial Advisors
Connecticut
$751K
NWA
5273
Navis Wealth Advisors
New York
$751K
TWM
5274
Tanglewood Wealth Management
Texas
$749K
BOC
5275
Bull Oak Capital
California
$749K