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Microsoft

5,739 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, 2,589 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6965,739 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,589

Holders
5,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
FLP
3701
Financial Life Planners
Arizona
$4.51M
BC
3702
Barrett & Company
Rhode Island
$4.5M
LCM
3703
Legato Capital Management
California
$4.5M
LAS
3704
LWM Advisory Services
Florida
$4.49M
PIM
3705
Pullen Investment Management
Florida
$4.49M
SSA
3706
SSA Swiss Advisors
$4.49M
LI
3707
LifeWealth Investments
Florida
$4.49M
LCWP
3708
Legacy Capital Wealth Partners
Arkansas
$4.49M
SNPAM
3709
St. Nicholas Private Asset Management
Florida
$4.48M
GCM
3710
Glynn Capital Management
California
$4.48M
PFW
3711
Petros Family Wealth
Minnesota
$4.48M
VWM
3712
Vigilare Wealth Management
Arizona
$4.47M
TWA
3713
Talisman Wealth Advisors
New Jersey
$4.47M
HWA
3714
Heartwood Wealth Advisors
Virginia
$4.46M
MFG
3715
Monte Financial Group
Connecticut
$4.46M
AWA
3716
Aletheian Wealth Advisors
Washington
$4.45M
WWM
3717
Waterway Wealth Management
Texas
$4.45M
AWM
3718
Ariadne Wealth Management
California
$4.45M
DWA
3719
Delap Wealth Advisory
Oregon
$4.44M
SFG
3720
Seamount Financial Group
Colorado
$4.44M
FAM
3721
Flaharty Asset Management
Florida
$4.42M
BWM
3722
BCS Wealth Management
Tennessee
$4.41M
NWM
3723
NRI Wealth Management
California
$4.41M
BCM
3724
Barden Capital Management
Texas
$4.4M
PHAM
3725
Palisades Hudson Asset Management
Florida
$4.4M