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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
YWM
5476
Yardley Wealth Management
Pennsylvania
$418K
PVAMC
5477
PPS&V Asset Management Consultants
Michigan
$418K
NL
5478
NDWM LLC
California
$416K
FEM
5479
Fulcrum Equity Management
Texas
$416K
CWA
5480
Cornerstone Wealth Advisors
Minnesota
$415K
LFG
5481
Leverty Financial Group
Wisconsin
$414K
AIM
5482
Archer Investment Management
Texas
$410K
CWM
5483
Certus Wealth Management
California
$409K
TCM
5484
Teza Capital Management
Illinois
$406K
BIA
5485
Barry Investment Advisors
Massachusetts
$406K
1CM
5486
1492 Capital Management
Wisconsin
$402K
JWBC
5487
John W. Brooker & Co
California
$401K
BWM
5488
Biltmore Wealth Management
Arizona
$401K
CFGSD
5489
Compass Financial Group (South Dakota)
South Dakota
$400K
KC
5490
Kinloch Capital
Virginia
$399K
LWAM
5491
Legacy Wealth Asset Management
Minnesota
$398K
BCM
5492
Beddow Capital Management
Wyoming
$398K
LODC
5493
Lanham O'Dell & Company
West Virginia
$398K
FPWM
5494
Five Pine Wealth Management
Idaho
$398K
HCM
5495
Hudson Capital Management
New Jersey
$397K
FWP
5496
Family Wealth Partners
North Carolina
$397K
TFP
5497
Traction Financial Partners
Wyoming
$397K
STCOSD
5498
Sageworth Trust Company of South Dakota
South Dakota
$396K
SF
5499
SageOak Financial
Oklahoma
$396K
RHJA
5500
Rice Hall James & Associates
California
$396K