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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
EG
5576
Ellerson Group
Maryland
$314K
RFS
5577
Retirement Financial Solutions
Tennessee
$314K
TF
5578
Theory Financial
Colorado
$313K
TCM
5579
TABR Capital Management
California
$310K
QHA
5580
Quarry Hill Advisors
Minnesota
$307K
WHCFA
5581
William Howard & Co Financial Advisors
Tennessee
$307K
DB
5582
Dravo Bay
Delaware
$306K
SFO
5583
Standard Family Office
South Dakota
$306K
KA
5584
Kerrisdale Advisers
Florida
$304K
GFA
5585
Grunden Financial Advisory
Texas
$304K
LIA
5586
Luken Investment Analytics
Tennessee
$302K
NHFG
5587
New Harbor Financial Group
Massachusetts
$301K
OF
5588
Outfitter Financial
Maine
$301K
CSC
5589
Cove Street Capital
California
$298K
CCM
5590
Cambridge Capital Management
Illinois
$298K
RBC
5591
Rye Brook Capital
Connecticut
$298K
ACM
5592
Altrius Capital Management
North Carolina
$296K
LPP
5593
Life Planning Partners
Florida
$294K
CMP
5594
Courage Miller Partners
Virginia
$290K
ALS
5595
Andrew L. Share
$286K
TFG
5596
Team Financial Group
California
$286K
AI
5597
Arrien Investments
Idaho
$286K
CAWM
5598
Capital A Wealth Management
Pennsylvania
$283K
HWM
5599
Horizons Wealth Management
North Carolina
$283K
SVWA
5600
Sarver Vrooman Wealth Advisors
Missouri
$282K