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Microsoft

5,741 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,536 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: 5,6995,741 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,536 | Existing positions reduced: 2,589

Holders
5,741
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
NRWA
3326
North Ridge Wealth Advisors
Oregon
$6.09M
SLA
3327
Silver Lake Advisory
Utah
$6.09M
SI
3328
Saxon Interests
Texas
$6.09M
NAM
3329
Nutshell Asset Management
United Kingdom
$6.08M
RWMG
3330
Redwood Wealth Management Group
New Jersey
$6.08M
FAP
3331
Financial Advisory Partners
Florida
$6.07M
FWP
3332
Falcon Wealth Planning
California
$6.07M
BA
3333
Bellwether Advisors
Nebraska
$6.07M
MF
3334
Manchester Financial
California
$6.07M
GA
3335
GoalVest Advisory
New York
$6.06M
AA
3336
Alesco Advisors
New York
$6.06M
AMG
3337
Asset Management Group
Connecticut
$6.05M
WHAM
3338
Windmill Hill Asset Management
United Kingdom
$6.05M
LBWM
3339
Left Brain Wealth Management
Illinois
$6.05M
CC
3340
Commons Capital
Massachusetts
$6.04M
EA
3341
Emerald Advisors
Washington
$6.03M
ES
3342
Eagle Strategies
New York
$6.03M
MC
3343
Marest Capital
California
$6.02M
MWA
3344
Monograph Wealth Advisors
California
$6.02M
IPW
3345
IronBridge Private Wealth
Texas
$6.02M
WWM
3346
Wolff Wiese Magana
California
$6.01M
MSCM
3347
McElhenny Sheffield Capital Management
Texas
$6.01M
GSWM
3348
Greenup Street Wealth Management
Michigan
$6.01M
MWM
3349
MOKAN Wealth Management
Kansas
$6.01M
WAM
3350
Walker Asset Management
Missouri
$6M