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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
WA
3001
Waddell & Associates
Tennessee
$7.8M
FFA
3002
Fairfield Financial Advisors
Massachusetts
$7.8M
G
3003
GenTrust
Florida
$7.79M
JF
3004
JSF Financial
California
$7.78M
AWA
3005
Acorn Wealth Advisors
Michigan
$7.78M
RFWA
3006
RPg Family Wealth Advisory
Massachusetts
$7.77M
CG
3007
Clarus Group
Texas
$7.77M
CM
3008
Columbus Macro
Pennsylvania
$7.76M
KCPT
3009
Kingstone Capital Partners Texas
Texas
$7.75M
LIA
3010
LBMC Investment Advisors
Tennessee
$7.75M
GFPC
3011
Global Financial Private Client
Florida
$7.74M
EL
3012
Essex LLC
Illinois
$7.74M
IWS
3013
Insight Wealth Strategies
California
$7.73M
MC
3014
Matisse Capital
Oregon
$7.72M
TIA
3015
Traphagen Investment Advisors
New Jersey
$7.71M
AIMA
3016
Ables Iannone Moore & Associates
Georgia
$7.7M
OWA
3017
One Wealth Advisors
California
$7.69M
MWM
3018
Marion Wealth Management
Pennsylvania
$7.68M
GWA
3019
Gratus Wealth Advisors
Virginia
$7.68M
IIA
3020
ICW Investment Advisors
Arizona
$7.68M
MSA
3021
McAlister Sweet & Associates
Texas
$7.68M
TWM
3022
Topsail Wealth Management
North Carolina
$7.68M
CCG
3023
Cloverfields Capital Group
Minnesota
$7.68M
OFW
3024
Omnia Family Wealth
Florida
$7.67M
CCM
3025
Connective Capital Management
California
$7.67M