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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
RLIM
3026
Red Lighthouse Investment Management
New York
$7.59M
APWA
3027
Atlas Private Wealth Advisors
New Jersey
$7.59M
RCM
3028
Regency Capital Management
Hawaii
$7.58M
WFAG
3029
Worth Financial Advisory Group
North Carolina
$7.58M
SC
3030
Saybrook Capital
North Carolina
$7.58M
BOSSRA
3031
B.O.S.S. Retirement Advisors
Utah
$7.57M
S
3032
Sunpointe
Missouri
$7.57M
ACP
3033
Albar Capital Partners
United Kingdom
$7.57M
GTAM
3034
Global Trust Asset Management
Florida
$7.57M
AA
3035
Altman Advisors
Illinois
$7.55M
WCG
3036
Weaver Consulting Group
California
$7.55M
OBWG
3037
Onyx Bridge Wealth Group
New York
$7.55M
CWP
3038
Core Wealth Partners
California
$7.54M
SPWM
3039
Spartan Planning & Wealth Management
North Carolina
$7.54M
LAI
3040
Legal Advantage Investments
California
$7.54M
BCP
3041
Berkeley Capital Partners
Georgia
$7.53M
CSB
3042
City State Bank
Iowa
$7.53M
TA
3043
TFB Advisors
Kansas
$7.53M
AFA
3044
AA Financial Advisors
Ohio
$7.53M
IWM
3045
Iams Wealth Management
Nebraska
$7.52M
SFG
3046
Sovereign Financial Group
Connecticut
$7.52M
WW
3047
Waterfront Wealth
Kansas
$7.52M
CG
3048
Corundum Group
Colorado
$7.52M
BTWM
3049
Brass Tax Wealth Management
Ohio
$7.51M
BA
3050
Bluesphere Advisors
Pennsylvania
$7.51M