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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
BIA
5526
Barry Investment Advisors
Massachusetts
$406K
1CM
5527
1492 Capital Management
Wisconsin
$402K
JWBC
5528
John W. Brooker & Co
California
$401K
BWM
5529
Biltmore Wealth Management
Arizona
$401K
CFGSD
5530
Compass Financial Group (South Dakota)
South Dakota
$400K
KC
5531
Kinloch Capital
Virginia
$399K
LWAM
5532
Legacy Wealth Asset Management
Minnesota
$398K
BCM
5533
Beddow Capital Management
Wyoming
$398K
LODC
5534
Lanham O'Dell & Company
West Virginia
$398K
FPWM
5535
Five Pine Wealth Management
Idaho
$398K
HCM
5536
Hudson Capital Management
New Jersey
$397K
FWP
5537
Family Wealth Partners
North Carolina
$397K
TFP
5538
Traction Financial Partners
Wyoming
$397K
STCOSD
5539
Sageworth Trust Company of South Dakota
South Dakota
$396K
SF
5540
SageOak Financial
Oklahoma
$396K
RHJA
5541
Rice Hall James & Associates
California
$396K
EA
5542
Ergawealth Advisors
Illinois
$394K
SA
5543
Sincerus Advisory
New York
$393K
RFP
5544
RCS Financial Planning
Maryland
$392K
AF
5545
Amara Financial
California
$391K
MAM
5546
Mullooly Asset Management
New Jersey
$390K
PWG
5547
Private Wealth Group
Florida
$390K
AFS
5548
AFG Fiduciary Services
Massachusetts
$389K
BP
5549
BCK Partners
New York
$386K
CC
5550
Corton Capital
Ontario, Canada
$386K