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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
WHAM
3351
Windmill Hill Asset Management
United Kingdom
$6.05M
LBWM
3352
Left Brain Wealth Management
Illinois
$6.05M
CC
3353
Commons Capital
Massachusetts
$6.04M
EA
3354
Emerald Advisors
Washington
$6.03M
ES
3355
Eagle Strategies
New York
$6.03M
MC
3356
Marest Capital
California
$6.02M
MWA
3357
Monograph Wealth Advisors
California
$6.02M
IPW
3358
IronBridge Private Wealth
Texas
$6.02M
WWM
3359
Wolff Wiese Magana
California
$6.01M
MSCM
3360
McElhenny Sheffield Capital Management
Texas
$6.01M
GSWM
3361
Greenup Street Wealth Management
Michigan
$6.01M
MWM
3362
MOKAN Wealth Management
Kansas
$6.01M
WAM
3363
Walker Asset Management
Missouri
$6M
OWMIAS
3364
One Wealth Management Investment & Advisory Services
Florida
$6M
HLAM
3365
Hidden Lake Asset Management
New York
$5.98M
TA
3366
Tectonic Advisors
Texas
$5.97M
CP
3367
Clarendon Private
Massachusetts
$5.97M
TF
3368
Telligent Fund
Hong Kong
$5.97M
MIM
3369
Montgomery Investment Management
Maryland
$5.95M
KA
3370
KDT Advisors
New York
$5.93M
NF
3371
Nvest Financial
New Hampshire
$5.93M
AG
3372
AmeriFlex Group
Nevada
$5.93M
SC
3373
Schulhoff & Co
Ohio
$5.93M
NWA
3374
New World Advisors
Massachusetts
$5.91M
OCM
3375
Orion Capital Management
California
$5.9M