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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
KFGG
5476
Keystone Financial Group (Georgia)
Georgia
$421K
LWMT
5477
Legacy Wealth Management (Tennessee)
Tennessee
$420K
CCMIC
5478
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$420K
DK
5479
David Kennon
Florida
$420K
FF
5480
Friday Financial
Iowa
$419K
YWM
5481
Yardley Wealth Management
Pennsylvania
$418K
PVAMC
5482
PPS&V Asset Management Consultants
Michigan
$418K
NL
5483
NDWM LLC
California
$416K
FEM
5484
Fulcrum Equity Management
Texas
$416K
CWA
5485
Cornerstone Wealth Advisors
Minnesota
$415K
LFG
5486
Leverty Financial Group
Wisconsin
$414K
AIM
5487
Archer Investment Management
Texas
$410K
CWM
5488
Certus Wealth Management
California
$409K
TCM
5489
Teza Capital Management
Illinois
$406K
BIA
5490
Barry Investment Advisors
Massachusetts
$406K
1CM
5491
1492 Capital Management
Wisconsin
$402K
JWBC
5492
John W. Brooker & Co
California
$401K
BWM
5493
Biltmore Wealth Management
Arizona
$401K
CFGSD
5494
Compass Financial Group (South Dakota)
South Dakota
$400K
KC
5495
Kinloch Capital
Virginia
$399K
LWAM
5496
Legacy Wealth Asset Management
Minnesota
$398K
BCM
5497
Beddow Capital Management
Wyoming
$398K
LODC
5498
Lanham O'Dell & Company
West Virginia
$398K
FPWM
5499
Five Pine Wealth Management
Idaho
$398K
HCM
5500
Hudson Capital Management
New Jersey
$397K