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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
GG
5701
Gleason Group
Kentucky
$94K
CWA
5702
Carolina Wealth Advisors
South Carolina
$91K
PCM
5703
Perritt Capital Management
Illinois
$90.3K
CF
5704
Conquis Financial
California
$81.1K
CGA
5705
Compound Global Advisors
Washington
$77.6K
MG
5706
MilWealth Group
Wisconsin
$69.6K
LFA
5707
Legend Financial Advisors
Pennsylvania
$68.6K
WOC
5708
West Oak Capital
California
$64.1K
PS
5709
PayPay Securities
Japan
$62.7K
UOIF
5710
University of Illinois Foundation
Illinois
$49.7K
CJH
5711
Christopher J. Hasenberg
Wisconsin
$47.3K
FAI
5712
Fiduciary Advisors Inc
Missouri
$45K
DFC
5713
DB Fitzpatrick & Co
Idaho
$41.3K
NOI
5714
Newton One Investments
Delaware
$37.4K
WCM
5715
Westend Capital Management
California
$36.4K
RJA
5716
Ross\Johnson & Associates
Minnesota
$34.3K
BC
5717
Bulwark Capital
Florida
$31.8K
LIM
5718
Longfellow Investment Management
Massachusetts
$29.3K
IA
5719
IFS Advisors
Kansas
$28.3K
BCWM
5720
Ball & Co Wealth Management
Tennessee
$28K
RCM
5721
Richardson Capital Management
Wisconsin
$27.6K
LA
5722
Legacy Advisors
Pennsylvania
$24.7K
FS
5723
Financially Speaking
Colorado
$21.9K
ECM
5724
Eisler Capital Management
United Kingdom
$12.4K
CIM
5725
Contravisory Investment Management
Massachusetts
$10.4K