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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
HAFS
5426
Hapanowicz & Associates Financial Services
Pennsylvania
$542K
FWM
5427
FMA Wealth Management
Massachusetts
$541K
FAC
5428
Financial Advisory Corporation
Michigan
$540K
AAS
5429
Asset Allocation Strategies
Michigan
$539K
RWA
5430
Redmont Wealth Advisors
Illinois
$539K
SWM
5431
SpringVest Wealth Management
Texas
$537K
MC
5432
McCarthy & Cox
Ohio
$537K
WCM
5433
WealthTrak Capital Management
Virginia
$537K
PM
5434
Pembroke Management
Quebec, Canada
$537K
SC
5435
Swan Capital
Florida
$535K
SPW
5436
Surience Private Wealth
Washington
$534K
BWMG
5437
Bannerman Wealth Management Group
Texas
$532K
AWA
5438
Adapt Wealth Advisors
Georgia
$531K
BBL
5439
Beck Bode LLC
Massachusetts
$525K
HP
5440
Highlander Partners
Texas
$522K
BTIM
5441
BancFirst Trust & Investment Management
Oklahoma
$522K
LWMI
5442
Legacy Wealth Management (Idaho)
Idaho
$520K
LIS
5443
Legacy Investment Solutions
Idaho
$520K
PS
5444
Pinney & Scofield
Massachusetts
$518K
SWM
5445
Stonebridge Wealth Management
Illinois
$518K
GKFF
5446
George Kaiser Family Foundation
Oklahoma
$516K
SJGA
5447
Stephen J. Garry & Associates
New York
$516K
HFA
5448
Highland Financial Advisors
New Jersey
$514K
FAM
5449
Frontier Asset Management
Wyoming
$514K
KFG
5450
Kropog Financial Group
Louisiana
$513K