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Microsoft

5,734 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,533 increasing their positions, 2,585 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: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
AWM
5701
Avondale Wealth Management
Texas
$112K
SFCL
5702
Strengthening Families & Communities LLC
Massachusetts
$105K
BG
5703
Bellevue Group
Switzerland
$101K
KIG
5704
Kessler Investment Group
Indiana
$100K
PIS
5705
POM Investment Strategies
North Carolina
$95.5K
GG
5706
Gleason Group
Kentucky
$94K
CWA
5707
Carolina Wealth Advisors
South Carolina
$91K
PCM
5708
Perritt Capital Management
Illinois
$90.3K
CF
5709
Conquis Financial
California
$81.1K
CGA
5710
Compound Global Advisors
Washington
$77.6K
MG
5711
MilWealth Group
Wisconsin
$69.6K
LFA
5712
Legend Financial Advisors
Pennsylvania
$68.6K
WOC
5713
West Oak Capital
California
$64.1K
PS
5714
PayPay Securities
Japan
$62.7K
UOIF
5715
University of Illinois Foundation
Illinois
$49.7K
CJH
5716
Christopher J. Hasenberg
Wisconsin
$47.3K
FAI
5717
Fiduciary Advisors Inc
Missouri
$45K
DFC
5718
DB Fitzpatrick & Co
Idaho
$41.3K
NOI
5719
Newton One Investments
Delaware
$37.4K
WCM
5720
Westend Capital Management
California
$36.4K
RJA
5721
Ross\Johnson & Associates
Minnesota
$34.3K
BC
5722
Bulwark Capital
Florida
$31.8K
LIM
5723
Longfellow Investment Management
Massachusetts
$29.3K
IA
5724
IFS Advisors
Kansas
$28.3K
BCWM
5725
Ball & Co Wealth Management
Tennessee
$28K