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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
ISFAN
2076
Investor's Fiduciary Advisor Network
Washington
$17.8M
GFG
2077
Greystone Financial Group
Michigan
$17.8M
GWSG
2078
GPS Wealth Strategies Group
Colorado
$17.8M
PGA
2079
Portland Global Advisors
Maine
$17.8M
PIA
2080
Perennial Investment Advisors
California
$17.8M
CA
2081
CV Advisors
Florida
$17.8M
MP
2082
Maestria Partners
Georgia
$17.8M
PTP
2083
Platform Technology Partners
New York
$17.8M
AF
2084
Arrow Financial
New York
$17.7M
LIP
2085
Lighthouse Investment Partners
Florida
$17.7M
TSM
2086
Two Star Manager
Florida
$17.7M
WP
2087
Westmount Partners
California
$17.7M
AF
2088
Apollon Financial
South Carolina
$17.7M
SWA
2089
SOA Wealth Advisors
New York
$17.7M
HWAM
2090
Hennion & Walsh Asset Management
New Jersey
$17.6M
TC
2091
TFR Capital
Texas
$17.6M
BPC
2092
Bearing Point Capital
Minnesota
$17.6M
CNBTD
2093
Citizens National Bank Trust Department
Mississippi
$17.6M
BIG
2094
Brookwood Investment Group
Arizona
$17.6M
RCM
2095
Rockbridge Capital Management
Virginia
$17.6M
TWM
2096
Tradition Wealth Management
Minnesota
$17.6M
AWM
2097
Aries Wealth Management
Maine
$17.5M
LFA
2098
Legacy Financial Advisors
Kentucky
$17.5M
FSCM
2099
First Sabrepoint Capital Management
Texas
$17.4M
VBFG
2100
Vishria Bird Financial Group
Tennessee
$17.4M