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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
LSV Asset Management
5601
LSV Asset Management
Illinois
$281K
HWA
5602
Heritage Wealth Architects
Minnesota
$280K
PFM
5603
Patton Fund Management
Texas
$280K
GVIC
5604
Global Value Investment Corporation
Wisconsin
$278K
WFC
5605
Western Financial Corp
California
$275K
CWM
5606
Consultiva Wealth Management
Puerto Rico
$275K
SW
5607
Schulz Wealth
Texas
$274K
MAFA
5608
MJT & Associates Financial Advisory
Minnesota
$273K
SCM
5609
Stonehearth Capital Management
Massachusetts
$272K
MHIP
5610
Mountain Hill Investment Partners
New Jersey
$271K
HAS
5611
Horizon Advisory Services
New York
$269K
FIG
5612
FSA Investment Group
Florida
$267K
HFA
5613
Harbert Fund Advisors
Alabama
$266K
RIA
5614
Retirement Investment Advisors
Oklahoma
$266K
ADMI
5615
Albert D. Mason Inc
Massachusetts
$262K
WFS
5616
Weitzel Financial Services
Iowa
$262K
BWA
5617
Brave Warrior Advisors
New York
$261K
UI
5618
Unconventional Investor
New Hampshire
$260K
EA
5619
Evergreen Advisors
Tennessee
$260K
LKWM
5620
Lee-Kelleher Wealth Management
Maryland
$260K
BDWCC
5621
B&D White Capital Company
Texas
$259K
CF
5622
Crosspoint Financial
California
$256K
ASG
5623
Ariston Services Group
California
$256K
PWM
5624
Parkworth Wealth Management
California
$255K
KWM
5625
Kanen Wealth Management
Florida
$253K