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Microsoft

5,735 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, 2,532 increasing their positions, 2,586 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: 5,6925,735 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,586

Holders
5,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,108
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
GFPC
3001
Global Financial Private Client
Florida
$7.74M
EL
3002
Essex LLC
Illinois
$7.74M
IWS
3003
Insight Wealth Strategies
California
$7.73M
MC
3004
Matisse Capital
Oregon
$7.72M
TIA
3005
Traphagen Investment Advisors
New Jersey
$7.71M
AIMA
3006
Ables Iannone Moore & Associates
Georgia
$7.7M
OWA
3007
One Wealth Advisors
California
$7.69M
MWM
3008
Marion Wealth Management
Pennsylvania
$7.68M
GWA
3009
Gratus Wealth Advisors
Virginia
$7.68M
IIA
3010
ICW Investment Advisors
Arizona
$7.68M
MSA
3011
McAlister Sweet & Associates
Texas
$7.68M
TWM
3012
Topsail Wealth Management
North Carolina
$7.68M
CCG
3013
Cloverfields Capital Group
Minnesota
$7.68M
OFW
3014
Omnia Family Wealth
Florida
$7.67M
CCM
3015
Connective Capital Management
California
$7.67M
EL
3016
EWA LLC
Pennsylvania
$7.67M
WA
3017
WP Advisors
California
$7.65M
CCA
3018
Clearwater Capital Advisors
Illinois
$7.64M
SFA
3019
Semmax Financial Advisors
North Carolina
$7.64M
V
3020
ViaWealth
Kansas
$7.63M
RC
3021
Rahlfs Capital
Texas
$7.63M
TFM
3022
TFC Financial Management
Massachusetts
$7.63M
OPW
3023
Osprey Private Wealth
New York
$7.63M
WAL
3024
W Advisors LLC
Tennessee
$7.62M
CGA
3025
Channing Global Advisors
Florida
$7.6M