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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
TWCA
5426
Two West Capital Advisors
Kansas
$499K
SPIA
5427
Strategic Point Investment Advisors
Rhode Island
$498K
IAMH
5428
IvyRock Asset Management (HK)
Hong Kong
$497K
SC
5429
Steph & Co
Wisconsin
$497K
VF
5430
Vista Finance
Missouri
$495K
RPA
5431
Redwood Park Advisors
California
$494K
SMCM
5432
Sky-Mountain Capital Management
Idaho
$494K
DWM
5433
Daner Wealth Management
Georgia
$492K
BFA
5434
Bright Financial Advisors
Michigan
$488K
CCAL
5435
City Center Advisors LLC
Michigan
$487K
WS
5436
Wela Strategies
Georgia
$484K
AA
5437
ArborFi Advisors
Michigan
$482K
MA
5438
McGrath & Associates
North Carolina
$480K
NA
5439
Nestegg Advisors
New York
$480K
WLG
5440
Williamson Legacy Group
Indiana
$480K
BC
5441
Bridgefront Capital
Texas
$480K
BWM
5442
Benchmark Wealth Management
Connecticut
$474K
IWC
5443
Infinity Wealth Counsel
Ohio
$474K
TCFP
5444
Treasure Coast Financial Planning
Florida
$474K
PWM
5445
Pacific Wealth Management
California
$472K
BFS
5446
Beacon Financial Strategies
North Carolina
$468K
CCM
5447
Causeway Capital Management
California
$468K
WWWM
5448
White Wing Wealth Management
Texas
$465K
PWP
5449
PrairieView Wealth Partners
Illinois
$463K
HC
5450
Hoese & Co
Minnesota
$463K