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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
LG
5451
LAM Group
Oregon
$454K
M
5452
MYeCFO
California
$453K
WAM
5453
WFA Asset Management
Wisconsin
$453K
ECM
5454
EMC Capital Management
Texas
$452K
LAM
5455
LECAP Asset Management
United Kingdom
$450K
DWM
5456
David Wealth Management
Virginia
$449K
CCA
5457
Clarity Capital Advisors
Florida
$449K
ICMP
5458
Integrated Capital Management (Pennsylvania)
Pennsylvania
$448K
DSCM
5459
Del-Sette Capital Management
New York
$446K
AC
5460
AIFG Consultants
New York
$441K
DWM
5461
Dynasty Wealth Management
Florida
$440K
MRP
5462
Measured Risk Portfolios
California
$439K
AC
5463
Attessa Capital
Arizona
$436K
NA
5464
Nottingham Advisors
New York
$434K
SPA
5465
Shore Point Advisors
New Jersey
$431K
WWP
5466
Wise Wealth Partners
Arizona
$430K
HFA
5467
Hershey Financial Advisers
Pennsylvania
$429K
FVCM
5468
F&V Capital Management
Florida
$425K
CEI
5469
Clark Estates Inc
New York
$424K
AIS
5470
American Investment Services
Massachusetts
$423K
KFGG
5471
Keystone Financial Group (Georgia)
Georgia
$421K
LWMT
5472
Legacy Wealth Management (Tennessee)
Tennessee
$420K
CCMIC
5473
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$420K
DK
5474
David Kennon
Florida
$420K
FF
5475
Friday Financial
Iowa
$419K