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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
TBWA
3401
Three Bridge Wealth Advisors
California
$5.74M
LC
3402
Landaas & Company
Wisconsin
$5.74M
SIC
3403
Samalin Investment Counsel
New York
$5.73M
LCGC
3404
Legacy Capital Group California
California
$5.73M
PHWM
3405
Pine Harbor Wealth Management
Maryland
$5.73M
MAG
3406
MRA Advisory Group
New Jersey
$5.72M
WAS
3407
Wealth Advisory Solutions
Indiana
$5.72M
PCA
3408
Prospect Capital Advisors
California
$5.72M
RC
3409
RV Capital
Switzerland
$5.72M
MFS
3410
Monetta Financial Services
Illinois
$5.72M
AWA
3411
AGH Wealth Advisors
Kansas
$5.72M
TAM
3412
Todd Asset Management
Kentucky
$5.71M
GA
3413
GraniteShares Advisors
New York
$5.71M
W
3414
Wealthquest
Ohio
$5.71M
BSCCG
3415
Blue Sky Capital Consultants Group
California
$5.7M
WIA
3416
Wealthedge Investment Advisors
New York
$5.69M
VIP
3417
Vista Investment Partners
Oklahoma
$5.69M
CMTU
3418
Capital Markets Trading (UK)
United Kingdom
$5.68M
BWM
3419
BlackDiamond Wealth Management
New York
$5.68M
PWM
3420
Proathlete Wealth Management
Florida
$5.67M
MFGM
3421
Marshall Financial Group (Maryland)
Maryland
$5.67M
BWA
3422
Burt Wealth Advisors
Maryland
$5.65M
AWA
3423
Alta Wealth Advisors
Massachusetts
$5.65M
CFD
3424
Creative Financial Designs
Indiana
$5.63M
CAM
3425
Creekmur Asset Management
Illinois
$5.63M