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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
LWM
3701
LJI Wealth Management
Indiana
$4.55M
HP
3702
HT Partners
Connecticut
$4.54M
EBWM
3703
Eagle Bluffs Wealth Management
Missouri
$4.54M
TFO
3704
Tarbox Family Office
California
$4.54M
CG
3705
Cynosure Group
Utah
$4.53M
SIM
3706
Sterling Investment Management
Arizona
$4.53M
RWS
3707
Resolute Wealth Strategies
Mississippi
$4.52M
WCM
3708
Washburn Capital Management
Florida
$4.52M
BMCM
3709
Burns Matteson Capital Management
New York
$4.52M
RA
3710
Riversedge Advisors
Delaware
$4.52M
PWS
3711
Proactive Wealth Strategies
Georgia
$4.52M
IQI
3712
Integrated Quantitative Investments
Washington
$4.52M
KW
3713
KWB Wealth
California
$4.52M
SWM
3714
Salvus Wealth Management
New Jersey
$4.52M
PTC
3715
Provident Trust Company
Wisconsin
$4.51M
MWM
3716
MinichMacGregor Wealth Management
New York
$4.51M
FLP
3717
Financial Life Planners
Arizona
$4.51M
BC
3718
Barrett & Company
Rhode Island
$4.5M
LCM
3719
Legato Capital Management
California
$4.5M
LAS
3720
LWM Advisory Services
Florida
$4.49M
PIM
3721
Pullen Investment Management
Florida
$4.49M
SSA
3722
SSA Swiss Advisors
$4.49M
LI
3723
LifeWealth Investments
Florida
$4.49M
LCWP
3724
Legacy Capital Wealth Partners
Arkansas
$4.49M
SNPAM
3725
St. Nicholas Private Asset Management
Florida
$4.48M