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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
MAP
5301
Moody Aldrich Partners
Massachusetts
$663K
CAM
5302
Clarity Asset Management
Iowa
$663K
FF
5303
Financial Futures
New Jersey
$663K
SOWAS
5304
Silver Oak Wealth Advisors Services
California
$663K
BWL
5305
Beacon Wealthcare LLC
North Carolina
$662K
CAAM
5306
Cornerstone Advisors Asset Management
Pennsylvania
$662K
MFG
5307
Mustico Financial Group
New York
$660K
NJBEST
5308
New Jersey Better Educational Savings Trust
New Jersey
$658K
LAMNM
5309
Longview Asset Management (New Mexico)
New Mexico
$657K
DWAL
5310
Delta Wealth Advisors LLC
Indiana
$656K
SIA
5311
Spectrum Investment Advisors
Wisconsin
$653K
VFG
5312
Valley Financial Group
Pennsylvania
$650K
OAP
5313
One Advisory Partners
Kansas
$649K
CWM
5314
Capital Wealth Management
Rhode Island
$649K
FC
5315
Farringdon Capital
United Kingdom
$648K
LFA
5316
LifeGuide Financial Advisors
Pennsylvania
$648K
JPT
5317
Jordan Park Trust
New Hampshire
$648K
DFG
5318
Dynamic Financial Group
Iowa
$648K
OCM
5319
Objective Capital Management
Ohio
$645K
JCIA
5320
Jackson Creek Investment Advisors
Colorado
$644K
LL
5321
LPWM LLC
Minnesota
$644K
MCA
5322
Maryland Capital Advisors
Maryland
$638K
FPCG
5323
Forum Private Client Group
Indiana
$638K
AP
5324
Aspect Partners
Virginia
$637K
TL
5325
Tradewinds LLC
North Carolina
$636K