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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
AC
5501
AIFG Consultants
New York
$441K
DWM
5502
Dynasty Wealth Management
Florida
$440K
MRP
5503
Measured Risk Portfolios
California
$439K
AC
5504
Attessa Capital
Arizona
$436K
NA
5505
Nottingham Advisors
New York
$434K
SPA
5506
Shore Point Advisors
New Jersey
$431K
WWP
5507
Wise Wealth Partners
Arizona
$430K
HFA
5508
Hershey Financial Advisers
Pennsylvania
$429K
FVCM
5509
F&V Capital Management
Florida
$425K
CEI
5510
Clark Estates Inc
New York
$424K
AIS
5511
American Investment Services
Massachusetts
$423K
KFGG
5512
Keystone Financial Group (Georgia)
Georgia
$421K
LWMT
5513
Legacy Wealth Management (Tennessee)
Tennessee
$420K
CCMIC
5514
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$420K
DK
5515
David Kennon
Florida
$420K
FF
5516
Friday Financial
Iowa
$419K
YWM
5517
Yardley Wealth Management
Pennsylvania
$418K
PVAMC
5518
PPS&V Asset Management Consultants
Michigan
$418K
NL
5519
NDWM LLC
California
$416K
FEM
5520
Fulcrum Equity Management
Texas
$416K
CWA
5521
Cornerstone Wealth Advisors
Minnesota
$415K
LFG
5522
Leverty Financial Group
Wisconsin
$414K
AIM
5523
Archer Investment Management
Texas
$410K
CWM
5524
Certus Wealth Management
California
$409K
TCM
5525
Teza Capital Management
Illinois
$406K