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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
CCFM
2251
Clear Creek Financial Management
Washington
$14.8M
WC
2252
Wynn Capital
Georgia
$14.8M
WWM
2253
Westwood Wealth Management
California
$14.7M
CIM
2254
Chapman Investment Management
California
$14.7M
RBCM
2255
Raub Brock Capital Management
California
$14.7M
DFA
2256
Delta Financial Advisors
Louisiana
$14.7M
FWM
2257
Finer Wealth Management
Massachusetts
$14.7M
RFN
2258
RDA Financial Network
Iowa
$14.7M
SFG
2259
Stonebridge Financial Group
Pennsylvania
$14.6M
WEG
2260
World Equity Group
Illinois
$14.6M
FWA
2261
FSM Wealth Advisors
Ohio
$14.6M
KAM
2262
Knightsbridge Asset Management
California
$14.6M
GWM
2263
Glass Wealth Management
Texas
$14.6M
KIC
2264
Kensington Investment Counsel
California
$14.5M
MCM
2265
McDonough Capital Management
Florida
$14.5M
CCA
2266
Childress Capital Advisors
Texas
$14.4M
SCP
2267
Seizert Capital Partners
Michigan
$14.4M
CA
2268
Cambridge Advisors
Nebraska
$14.4M
SFI
2269
SPC Financial Inc
Maryland
$14.4M
TWP
2270
Tyche Wealth Partners
Texas
$14.4M
AIA
2271
AIMZ Investment Advisors
California
$14.4M
AW
2272
Atlas Wealth
Ohio
$14.4M
LI
2273
LRI Investments
Florida
$14.4M
AIS
2274
AM Investment Strategies
Tennessee
$14.4M
SL
2275
Sentry LLC
Tennessee
$14.3M