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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
SC
5451
Sykon Capital
New York
$461K
BWM
5452
Boyd Wealth Management
California
$461K
EL
5453
EQ LLC
Washington
$459K
RWP
5454
Ridgeline Wealth Planning
Ohio
$455K
BAWC
5455
Boyce & Associates Wealth Consulting
Texas
$455K
LG
5456
LAM Group
Oregon
$454K
M
5457
MYeCFO
California
$453K
WAM
5458
WFA Asset Management
Wisconsin
$453K
ECM
5459
EMC Capital Management
Texas
$452K
LAM
5460
LECAP Asset Management
United Kingdom
$450K
DWM
5461
David Wealth Management
Virginia
$449K
CCA
5462
Clarity Capital Advisors
Florida
$449K
ICMP
5463
Integrated Capital Management (Pennsylvania)
Pennsylvania
$448K
DSCM
5464
Del-Sette Capital Management
New York
$446K
AC
5465
AIFG Consultants
New York
$441K
DWM
5466
Dynasty Wealth Management
Florida
$440K
MRP
5467
Measured Risk Portfolios
California
$439K
AC
5468
Attessa Capital
Arizona
$436K
NA
5469
Nottingham Advisors
New York
$434K
SPA
5470
Shore Point Advisors
New Jersey
$431K
WWP
5471
Wise Wealth Partners
Arizona
$430K
HFA
5472
Hershey Financial Advisers
Pennsylvania
$429K
FVCM
5473
F&V Capital Management
Florida
$425K
CEI
5474
Clark Estates Inc
New York
$424K
AIS
5475
American Investment Services
Massachusetts
$423K