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Microsoft

5,739 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,533 increasing their positions, 2,589 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: 5,6965,739 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,589

Holders
5,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
CH
2451
Canton Hathaway
Rhode Island
$12.1M
LCM
2452
Leisure Capital Management
California
$12.1M
WPA
2453
Wealth Preservation Advisors
Tennessee
$12M
LF
2454
Lantz Financial
Illinois
$12M
RCG
2455
Regatta Capital Group
California
$12M
EIA
2456
Eastover Investment Advisors
North Carolina
$12M
TCOK
2457
Trust Company of Kansas
Kansas
$12M
DE
2458
Diversified Enterprises
Delaware
$12M
OFS
2459
OMC Financial Services
New York
$12M
SFA
2460
Souders Financial Advisors
Ohio
$11.9M
MCCP
2461
Mission Creek Capital Partners
California
$11.9M
SCI
2462
Stableford Capital II
Arizona
$11.9M
HWA
2463
HHM Wealth Advisors
Tennessee
$11.9M
FCAS
2464
First Command Advisory Services
Texas
$11.9M
AB
2465
Atlas Brown
Kentucky
$11.9M
TCM
2466
Tandem Capital Management
New Jersey
$11.9M
SLWA
2467
San Luis Wealth Advisors
California
$11.9M
RAM
2468
Redmond Asset Management
Virginia
$11.9M
FPB
2469
First PREMIER Bank
South Dakota
$11.9M
HWMG
2470
Hurlow Wealth Management Group
Indiana
$11.9M
RS
2471
Retirement Solution
Washington
$11.9M
CFFP
2472
Center for Financial Planning
Michigan
$11.9M
TCM
2473
Tradewinds Capital Management
Washington
$11.9M
FIM
2474
Freedom Investment Management
Connecticut
$11.8M
PAA
2475
Peregrine Asset Advisers
Oregon
$11.8M