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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
AIC
5551
Allodium Investment Consultants
Minnesota
$338K
RWS
5552
Rochester Wealth Strategies
Michigan
$338K
DGI
5553
Disciplined Growth Investors
Minnesota
$338K
WW
5554
Winnow Wealth
Texas
$337K
AAG
5555
Accordant Advisory Group
Maryland
$337K
SWM
5556
Stapp Wealth Management
Washington
$336K
PFA
5557
Portland Financial Advisors
New York
$334K
BWM
5558
Buska Wealth Management
Wisconsin
$333K
FPW
5559
Flagship Private Wealth
Massachusetts
$333K
KFSN
5560
Keystone Financial Services (Nebraska)
Nebraska
$333K
FIS
5561
Fischer Investment Strategies
California
$333K
SWM
5562
Schwallier Wealth Management
Michigan
$332K
RW
5563
Ridgeline Wealth
Arizona
$331K
CIM
5564
CCLA Investment Management
United Kingdom
$330K
EI
5565
eCIO Inc
Wisconsin
$330K
HF
5566
Holcombe Financial
Georgia
$326K
MM
5567
Meridian Management
Arkansas
$326K
JCM
5568
J2 Capital Management
Michigan
$324K
LAMC
5569
Longview Asset Management (California)
California
$323K
AIM
5570
Access Investment Management
Georgia
$323K
HA
5571
HC Advisors
Georgia
$322K
RWP
5572
Reliant Wealth Planning
Kentucky
$321K
1L
5573
10Elms LLP
Oklahoma
$318K
SA
5574
swisspartners Advisors
Switzerland
$318K
1NWS
5575
1 North Wealth Services
Maryland
$317K