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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, 2,537 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: 2,537 | 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
NC
2376
NovaPoint Capital
Georgia
$13.1M
WIM
2377
Westside Investment Management
California
$13.1M
S
2378
SimplyRich
California
$13M
BOPW
2379
Brandywine Oak Private Wealth
Pennsylvania
$13M
MG
2380
McHugh Group
Ohio
$13M
BPWM
2381
BCS Private Wealth Management
New Jersey
$13M
SEEDPG
2382
S.E.E.D. Planning Group
New York
$13M
JFA
2383
JNBA Financial Advisors
Minnesota
$13M
BCM
2384
Berbice Capital Management
New York
$12.9M
HA
2385
Harbor Advisors
Florida
$12.9M
PGWM
2386
Parisi Gray Wealth Management
New Jersey
$12.9M
CRI
2387
Commonwealth Retirement Investments
Virginia
$12.9M
CCAM
2388
Cascades Capital Asset Management
North Carolina
$12.9M
CMS
2389
Capital Market Strategies
Florida
$12.9M
SIAP
2390
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12.9M
BWA
2391
Blodgett Wealth Advisors
California
$12.9M
BHB
2392
Bank Hapoalim BM
Israel
$12.8M
MSS
2393
Mitchell Sinkler & Starr
Pennsylvania
$12.8M
BIM
2394
Barton Investment Management
Pennsylvania
$12.8M
RMP
2395
Richards, Merrill & Peterson
Washington
$12.8M
WA1
2396
Wimmer Associates 1
California
$12.8M
MFS
2397
Mattson Financial Services
Michigan
$12.8M
CFO
2398
CVA Family Office
Colorado
$12.8M
MA
2399
MJP Associates
Connecticut
$12.7M
LI
2400
Louisbourg Investments
New Brunswick, Canada
$12.7M