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Microsoft

5,736 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, 2,532 increasing their positions, 2,587 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
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
EP
1576
Edgestream Partners
New Jersey
$29.7M
AMM
1577
American Money Management
California
$29.7M
SS
1578
Sunbelt Securities
Texas
$29.7M
UC
1579
Unio Capital
New Jersey
$29.6M
BWA
1580
Bordeaux Wealth Advisors
California
$29.6M
CWS
1581
Confluence Wealth Services
Pennsylvania
$29.5M
MCM
1582
Mengis Capital Management
Oregon
$29.5M
KC
1583
Knuff & Co
California
$29.5M
SAM
1584
Sompo Asset Management
Japan
$29.5M
AAMU
1585
APG Asset Management US
New York
$29.5M
WC
1586
Westwind Capital
New Mexico
$29.4M
KWA
1587
Kingswood Wealth Advisors
California
$29.4M
MC
1588
Middleton & Co
Massachusetts
$29.4M
NS
1589
NBC Securities
Alabama
$29.3M
AF
1590
Advisornet Financial
Minnesota
$29.3M
GCM
1591
Goldstream Capital Management
Hong Kong
$29.3M
TAMH
1592
Taikang Asset Management (HK)
Hong Kong
$29.3M
AIM
1593
Arcadia Investment Management
Michigan
$29.3M
NHT
1594
New Hampshire Trust
New Hampshire
$29.2M
PM
1595
Phraction Management
Connecticut
$29.2M
CWA
1596
Consilio Wealth Advisors
Washington
$29.1M
CFG
1597
Cooper Financial Group
California
$29M
SIG
1598
Sargent Investment Group
Maryland
$29M
RWM
1599
RKL Wealth Management
Pennsylvania
$28.9M
CAAS
1600
Capital Asset Advisory Services
Michigan
$28.9M