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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
EA
5501
Ergawealth Advisors
Illinois
$394K
SA
5502
Sincerus Advisory
New York
$393K
RFP
5503
RCS Financial Planning
Maryland
$392K
AF
5504
Amara Financial
California
$391K
MAM
5505
Mullooly Asset Management
New Jersey
$390K
PWG
5506
Private Wealth Group
Florida
$390K
AFS
5507
AFG Fiduciary Services
Massachusetts
$389K
BP
5508
BCK Partners
New York
$386K
CC
5509
Corton Capital
Ontario, Canada
$386K
SF
5510
SWP Financial
California
$385K
GRR
5511
Golden Reserve Retirement
Ohio
$383K
SIMC
5512
Squire Investment Management Company
Utah
$382K
KAM
5513
Kraft Asset Management
Tennessee
$381K
KCM
5514
Kennicott Capital Management
California
$381K
VBA
5515
von Borstel & Associates
Oregon
$381K
SIAM
5516
Sterling Investment Advisors (Missouri)
Missouri
$380K
NFP
5517
NorthLanding Financial Partners
New York
$378K
BWA
5518
Bestgate Wealth Advisors
Maryland
$375K
CM
5519
Cornerstone Management
Georgia
$372K
SFA
5520
Spectrum Financial Alliance
Kentucky
$370K
EFP
5521
Envision Financial Planning
Tennessee
$368K
MFS
5522
McNamara Financial Services
Massachusetts
$365K
JC
5523
JBGlobal.com
New York
$364K
JFG
5524
JDM Financial Group
Texas
$363K
SPWM
5525
Straight Path Wealth Management
Michigan
$363K