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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
AWA
3426
AGH Wealth Advisors
Kansas
$5.72M
TAM
3427
Todd Asset Management
Kentucky
$5.71M
GA
3428
GraniteShares Advisors
New York
$5.71M
W
3429
Wealthquest
Ohio
$5.71M
BSCCG
3430
Blue Sky Capital Consultants Group
California
$5.7M
WIA
3431
Wealthedge Investment Advisors
New York
$5.69M
VIP
3432
Vista Investment Partners
Oklahoma
$5.69M
CMTU
3433
Capital Markets Trading (UK)
United Kingdom
$5.68M
BWM
3434
BlackDiamond Wealth Management
New York
$5.68M
PWM
3435
Proathlete Wealth Management
Florida
$5.67M
MFGM
3436
Marshall Financial Group (Maryland)
Maryland
$5.67M
BWA
3437
Burt Wealth Advisors
Maryland
$5.65M
AWA
3438
Alta Wealth Advisors
Massachusetts
$5.65M
CFD
3439
Creative Financial Designs
Indiana
$5.63M
CAM
3440
Creekmur Asset Management
Illinois
$5.63M
PG
3441
Proffitt & Goodson
Tennessee
$5.63M
HPM
3442
Hoxton Planning & Management
West Virginia
$5.62M
FA
3443
Fountainhead AM
New Jersey
$5.62M
SSW
3444
Smith Shellnut Wilson
Mississippi
$5.61M
QCIG
3445
Quad-Cities Investment Group
Iowa
$5.6M
LW
3446
Libra Wealth
California
$5.6M
RE
3447
Rydar Equities
Texas
$5.6M
CFA
3448
Cahill Financial Advisors
Minnesota
$5.59M
GWM
3449
Gitterman Wealth Management
New Jersey
$5.59M
TNAM
3450
Terra Nova Asset Management
New York
$5.59M