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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
SF
5551
SWP Financial
California
$385K
GRR
5552
Golden Reserve Retirement
Ohio
$383K
SIMC
5553
Squire Investment Management Company
Utah
$382K
KAM
5554
Kraft Asset Management
Tennessee
$381K
KCM
5555
Kennicott Capital Management
California
$381K
VBA
5556
von Borstel & Associates
Oregon
$381K
SIAM
5557
Sterling Investment Advisors (Missouri)
Missouri
$380K
NFP
5558
NorthLanding Financial Partners
New York
$378K
BWA
5559
Bestgate Wealth Advisors
Maryland
$375K
CM
5560
Cornerstone Management
Georgia
$372K
SFA
5561
Spectrum Financial Alliance
Kentucky
$370K
EFP
5562
Envision Financial Planning
Tennessee
$368K
MFS
5563
McNamara Financial Services
Massachusetts
$365K
JC
5564
JBGlobal.com
New York
$364K
JFG
5565
JDM Financial Group
Texas
$363K
SPWM
5566
Straight Path Wealth Management
Michigan
$363K
HWA
5567
Hillcrest Wealth Advisors
New Jersey
$362K
AWA
5568
Aquire Wealth Advisors
Utah
$359K
S4W
5569
Solutions 4 Wealth
Texas
$357K
SIAS
5570
Summit Investment Advisory Services
Minnesota
$355K
GSCM
5571
Greenfield Seitz Capital Management
Texas
$355K
AC
5572
Applied Capital
Arkansas
$354K
NEPPG
5573
New England Professional Planning Group
Rhode Island
$353K
WF
5574
Williams Financial
Vermont
$352K
MWM
5575
Maltin Wealth Management
New Jersey
$352K