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Microsoft

5,741 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, 2,536 increasing their positions, 2,589 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: 5,6995,741 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,536 | Existing positions reduced: 2,589

Holders
5,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
MAWA
1801
Moss Adams Wealth Advisors
Washington
$23.4M
CWM
1802
Cordatus Wealth Management
Pennsylvania
$23.4M
AL
1803
Aspiriant LLC
California
$23.4M
HWA
1804
HCR Wealth Advisors
California
$23.3M
SA
1805
Skyline Advisors
Washington
$23.3M
MCWS
1806
McKinley Carter Wealth Services
West Virginia
$23.3M
IJWM
1807
Inman Jager Wealth Management
Mississippi
$23.3M
NA
1808
Nordwand Advisors
Pennsylvania
$23.2M
CCT
1809
Capital City Trust
Florida
$23.2M
WTFG
1810
Wells Trecaso Financial Group
Ohio
$23.2M
CPW
1811
Cove Private Wealth
New York
$23.1M
BIA
1812
Biondo Investment Advisors
Pennsylvania
$23.1M
HH
1813
HWG Holdings
Texas
$23.1M
VW
1814
Vantage Wealth
California
$23.1M
QFA
1815
Quattro Financial Advisors
Texas
$23.1M
PCA
1816
Providence Capital Advisors
North Carolina
$23.1M
VCM
1817
Versant Capital Management
Arizona
$23M
ACA
1818
Aspire Capital Advisors
Washington
$23M
CAM
1819
Cozad Asset Management
Illinois
$23M
RIG
1820
Renaissance Investment Group
Massachusetts
$23M
RFMS
1821
RWQ Financial Management Services
Florida
$22.9M
HNB
1822
Hilltop National Bank
Wyoming
$22.9M
BHPW
1823
Beverly Hills Private Wealth
California
$22.9M
C
1824
Certuity
Florida
$22.9M
GGI
1825
GPM Growth Investors
Michigan
$22.8M