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Microsoft

5,744 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, 2,590 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: 5,7015,744 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,536 | Existing positions reduced: 2,590

Holders
5,744
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,112
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
2151
Accurate Wealth Management
Florida
$16.5M
FC
2152
FACT Capital
New York
$16.4M
WFI
2153
West Family Investments
California
$16.4M
PCS
2154
Personal CFO Solutions
New Jersey
$16.4M
GPA
2155
Garrison Point Advisors
California
$16.4M
BIG
2156
Builder Investment Group
Georgia
$16.4M
1M
2157
1248 Management
Missouri
$16.4M
BONH
2158
Bank of New Hampshire
New Hampshire
$16.3M
BCM
2159
Birch Capital Management
Texas
$16.3M
SWA
2160
Sax Wealth Advisors
New Jersey
$16.3M
TPWA
2161
TRUE Private Wealth Advisors
Oregon
$16.3M
BIM
2162
Baldwin Investment Management
Pennsylvania
$16.3M
DCM
2163
Dudley Capital Management
Virginia
$16.2M
KCM
2164
Kathmere Capital Management
Pennsylvania
$16.2M
HA
2165
Herold Advisors
New York
$16.2M
ACA
2166
Atlas Capital Advisors
Wyoming
$16.2M
AC
2167
Asio Capital
Kentucky
$16.2M
FPCP
2168
Fort Point Capital Partners
California
$16.2M
PPWM
2169
Paragon Private Wealth Management
Kentucky
$16.2M
AR
2170
Advisory Research
Illinois
$16.1M
PCA
2171
Prosperity Capital Advisors
Ohio
$16.1M
MC
2172
Muhlenkamp & Co
Pennsylvania
$16.1M
RBFC
2173
Roman Butler Fullerton & Co
Missouri
$16.1M
TWA
2174
TCI Wealth Advisors
Arizona
$16.1M
CWM
2175
Chronos Wealth Management
Florida
$16.1M