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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
BC
5651
Barnett & Company
Tennessee
$231K
SFA
5652
Salus Financial Advisors
Colorado
$230K
AFW
5653
Atlantic Family Wealth
Florida
$229K
S
5654
ShariaPortfolio
Florida
$228K
FWM
5655
FLP Wealth Management
Arkansas
$226K
NPAN
5656
Northeast Planning Associates NH
New Hampshire
$226K
MGI
5657
MayTech Global Investments
New York
$223K
GCM
5658
Gator Capital Management
Florida
$221K
PMIM
5659
Prudent Man Investment Management
Colorado
$219K
MSWM
5660
Master's Wealth Management
Pennsylvania
$218K
DIG
5661
DeepCurrents Investment Group
New York
$218K
LC
5662
LTG Capital
Massachusetts
$218K
BCIM
5663
Bishop & Co Investment Management
Pennsylvania
$217K
KMC
5664
Kirr Marbach & Co
Indiana
$216K
TF
5665
TME Financial
California
$214K
DEM
5666
Disciplined Equity Management
Florida
$214K
OFG
5667
Orcam Financial Group
California
$214K
D
5668
Dentgroup
Louisiana
$213K
MAV
5669
Mason & Associates (Virginia)
Virginia
$211K
LC
5670
Luminist Capital
Michigan
$211K
FWM
5671
FSR Wealth Management
Illinois
$209K
UWM
5672
United Wealth Management
Virginia
$207K
AWMS
5673
Advocacy Wealth Management Services
Georgia
$205K
DW
5674
Durante & Waters
New York
$205K
SFP
5675
Sherwood Financial Partners
California
$204K