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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 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:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
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
RA
1801
Ransom Advisory
Rhode Island
$23.6M
DSC
1802
Duncker Streett & Co
Missouri
$23.6M
TYCC
1803
Texas Yale Capital Corp
Florida
$23.5M
LTI
1804
Laffer Tengler Investments
Tennessee
$23.5M
IP
1805
Isthmus Partners
Wisconsin
$23.5M
AMBIA
1806
Allen Mooney & Barnes Investment Advisors
Georgia
$23.5M
LSA
1807
L & S Advisors
California
$23.5M
CPA
1808
Capital Planning Advisors
California
$23.4M
MAWA
1809
Moss Adams Wealth Advisors
Washington
$23.4M
CWM
1810
Cordatus Wealth Management
Pennsylvania
$23.4M
AL
1811
Aspiriant LLC
California
$23.4M
HWA
1812
HCR Wealth Advisors
California
$23.3M
SA
1813
Skyline Advisors
Washington
$23.3M
MCWS
1814
McKinley Carter Wealth Services
West Virginia
$23.3M
IJWM
1815
Inman Jager Wealth Management
Mississippi
$23.3M
NA
1816
Nordwand Advisors
Pennsylvania
$23.2M
CCT
1817
Capital City Trust
Florida
$23.2M
WTFG
1818
Wells Trecaso Financial Group
Ohio
$23.2M
CPW
1819
Cove Private Wealth
New York
$23.1M
BIA
1820
Biondo Investment Advisors
Pennsylvania
$23.1M
HH
1821
HWG Holdings
Texas
$23.1M
VW
1822
Vantage Wealth
California
$23.1M
QFA
1823
Quattro Financial Advisors
Texas
$23.1M
PCA
1824
Providence Capital Advisors
North Carolina
$23.1M
VCM
1825
Versant Capital Management
Arizona
$23M