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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
APW
2426
Austin Private Wealth
Texas
$12.4M
CIM
2427
Corda Investment Management
Texas
$12.4M
TCOO
2428
Trust Company of Oklahoma
Oklahoma
$12.4M
PWMG
2429
Prestige Wealth Management Group
New Jersey
$12.4M
LC
2430
LCNB Corp
Ohio
$12.4M
OHWA
2431
Oak Hill Wealth Advisors
Virginia
$12.3M
FPTW
2432
Franklin, Parlapiano, Turner & Welch
Texas
$12.3M
NC
2433
Naman Capital
Brazil
$12.3M
KWS
2434
Keystone Wealth Services
California
$12.3M
BIMC
2435
Benson Investment Management Company
Virginia
$12.3M
RMC
2436
Ring Mountain Capital
California
$12.3M
VBCG
2437
Valley Brook Capital Group
Pennsylvania
$12.3M
DOA
2438
D'Orazio & Associates
Virginia
$12.3M
KLCM
2439
KG&L Capital Management
Louisiana
$12.3M
SMTF
2440
Sphera Management Technology Funds
Israel
$12.3M
HAS
2441
HBW Advisory Services
California
$12.3M
LWA
2442
Lineweaver Wealth Advisors
Ohio
$12.2M
CPA
2443
Cardiff Park Advisors
California
$12.2M
LAIC
2444
Lederer & Associates Investment Counsel
California
$12.2M
DW30
2445
Drucker Wealth 3.0
New Jersey
$12.2M
MVA
2446
Mount Vernon Associates
Maryland
$12.2M
SPW
2447
Sonoma Private Wealth
California
$12.2M
ATC
2448
Adirondack Trust Company
New York
$12.2M
BWM
2449
Bulltick Wealth Management
Florida
$12.2M
CCM
2450
Carderock Capital Management
Maryland
$12.2M