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Microsoft

5,734 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, 2,585 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:

1.56% more ownership

Funds ownership: 70.77%72.33% (+1.6%)

1% more funds holding

Funds holding: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
SI
3326
Saxon Interests
Texas
$6.09M
NAM
3327
Nutshell Asset Management
United Kingdom
$6.08M
RWMG
3328
Redwood Wealth Management Group
New Jersey
$6.08M
FAP
3329
Financial Advisory Partners
Florida
$6.07M
FWP
3330
Falcon Wealth Planning
California
$6.07M
BA
3331
Bellwether Advisors
Nebraska
$6.07M
MF
3332
Manchester Financial
California
$6.07M
GA
3333
GoalVest Advisory
New York
$6.06M
AA
3334
Alesco Advisors
New York
$6.06M
AMG
3335
Asset Management Group
Connecticut
$6.05M
WHAM
3336
Windmill Hill Asset Management
United Kingdom
$6.05M
LBWM
3337
Left Brain Wealth Management
Illinois
$6.05M
CC
3338
Commons Capital
Massachusetts
$6.04M
EA
3339
Emerald Advisors
Washington
$6.03M
ES
3340
Eagle Strategies
New York
$6.03M
MC
3341
Marest Capital
California
$6.02M
MWA
3342
Monograph Wealth Advisors
California
$6.02M
IPW
3343
IronBridge Private Wealth
Texas
$6.02M
WWM
3344
Wolff Wiese Magana
California
$6.01M
MSCM
3345
McElhenny Sheffield Capital Management
Texas
$6.01M
GSWM
3346
Greenup Street Wealth Management
Michigan
$6.01M
MWM
3347
MOKAN Wealth Management
Kansas
$6.01M
WAM
3348
Walker Asset Management
Missouri
$6M
OWMIAS
3349
One Wealth Management Investment & Advisory Services
Florida
$6M
HLAM
3350
Hidden Lake Asset Management
New York
$5.98M