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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
SWM
5551
Stapp Wealth Management
Washington
$336K
PFA
5552
Portland Financial Advisors
New York
$334K
BWM
5553
Buska Wealth Management
Wisconsin
$333K
FPW
5554
Flagship Private Wealth
Massachusetts
$333K
KFSN
5555
Keystone Financial Services (Nebraska)
Nebraska
$333K
FIS
5556
Fischer Investment Strategies
California
$333K
SWM
5557
Schwallier Wealth Management
Michigan
$332K
RW
5558
Ridgeline Wealth
Arizona
$331K
CIM
5559
CCLA Investment Management
United Kingdom
$330K
EI
5560
eCIO Inc
Wisconsin
$330K
HF
5561
Holcombe Financial
Georgia
$326K
MM
5562
Meridian Management
Arkansas
$326K
JCM
5563
J2 Capital Management
Michigan
$324K
LAMC
5564
Longview Asset Management (California)
California
$323K
AIM
5565
Access Investment Management
Georgia
$323K
HA
5566
HC Advisors
Georgia
$322K
RWP
5567
Reliant Wealth Planning
Kentucky
$321K
1L
5568
10Elms LLP
Oklahoma
$318K
SA
5569
swisspartners Advisors
Switzerland
$318K
1NWS
5570
1 North Wealth Services
Maryland
$317K
LBA
5571
Letko, Brosseau & Associates
Quebec, Canada
$317K
AFO
5572
Aurelius Family Office
New Hampshire
$317K
LJCM
5573
Lee Johnson Capital Management
Texas
$316K
PFA
5574
Pinnacle Family Advisors
Missouri
$315K
IFPL
5575
Investments & Financial Planning LLC
Kentucky
$315K