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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
GCM
3726
Glynn Capital Management
California
$4.48M
PFW
3727
Petros Family Wealth
Minnesota
$4.48M
VWM
3728
Vigilare Wealth Management
Arizona
$4.47M
TWA
3729
Talisman Wealth Advisors
New Jersey
$4.47M
HWA
3730
Heartwood Wealth Advisors
Virginia
$4.46M
MFG
3731
Monte Financial Group
Connecticut
$4.46M
AWA
3732
Aletheian Wealth Advisors
Washington
$4.45M
WWM
3733
Waterway Wealth Management
Texas
$4.45M
AWM
3734
Ariadne Wealth Management
California
$4.45M
DWA
3735
Delap Wealth Advisory
Oregon
$4.44M
SFG
3736
Seamount Financial Group
Colorado
$4.44M
FAM
3737
Flaharty Asset Management
Florida
$4.42M
BWM
3738
BCS Wealth Management
Tennessee
$4.41M
NWM
3739
NRI Wealth Management
California
$4.41M
BCM
3740
Barden Capital Management
Texas
$4.4M
PHAM
3741
Palisades Hudson Asset Management
Florida
$4.4M
FCM
3742
Fieldview Capital Management
Michigan
$4.39M
FWP
3743
Forefront Wealth Partners
Texas
$4.39M
GCM
3744
Generation Capital Management
New York
$4.39M
FH
3745
FWG Holdings
Florida
$4.38M
BFG
3746
Birch Financial Group
New Hampshire
$4.37M
1CP
3747
17 Capital Partners
Arizona
$4.36M
NFC
3748
Northstar Financial Companies
Pennsylvania
$4.36M
SCM
3749
Sterneck Capital Management
Missouri
$4.34M
RA
3750
Rise Advisors
New York
$4.34M