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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
FWP
5501
Family Wealth Partners
North Carolina
$397K
TFP
5502
Traction Financial Partners
Wyoming
$397K
STCOSD
5503
Sageworth Trust Company of South Dakota
South Dakota
$396K
SF
5504
SageOak Financial
Oklahoma
$396K
RHJA
5505
Rice Hall James & Associates
California
$396K
EA
5506
Ergawealth Advisors
Illinois
$394K
SA
5507
Sincerus Advisory
New York
$393K
RFP
5508
RCS Financial Planning
Maryland
$392K
AF
5509
Amara Financial
California
$391K
MAM
5510
Mullooly Asset Management
New Jersey
$390K
PWG
5511
Private Wealth Group
Florida
$390K
AFS
5512
AFG Fiduciary Services
Massachusetts
$389K
BP
5513
BCK Partners
New York
$386K
CC
5514
Corton Capital
Ontario, Canada
$386K
SF
5515
SWP Financial
California
$385K
GRR
5516
Golden Reserve Retirement
Ohio
$383K
SIMC
5517
Squire Investment Management Company
Utah
$382K
KAM
5518
Kraft Asset Management
Tennessee
$381K
KCM
5519
Kennicott Capital Management
California
$381K
VBA
5520
von Borstel & Associates
Oregon
$381K
SIAM
5521
Sterling Investment Advisors (Missouri)
Missouri
$380K
NFP
5522
NorthLanding Financial Partners
New York
$378K
BWA
5523
Bestgate Wealth Advisors
Maryland
$375K
CM
5524
Cornerstone Management
Georgia
$372K
SFA
5525
Spectrum Financial Alliance
Kentucky
$370K