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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
LFS
3951
Littlejohn Financial Services
Oregon
$3.5M
EGWAG
3952
Elwood & Goetz Wealth Advisory Group
Georgia
$3.49M
FFA
3953
Fortune Financial Advisors
Kansas
$3.49M
NCMW
3954
Northern Capital Management (Washington)
Washington
$3.49M
FFO
3955
Fortitude Family Office
Arizona
$3.49M
IFA
3956
Index Fund Advisors
California
$3.48M
KWM
3957
KFG Wealth Management
Indiana
$3.48M
GIO
3958
Galilei Investment Office
United Kingdom
$3.47M
WLPWM
3959
Walled Lake Planning & Wealth Management
Illinois
$3.47M
CWA
3960
Cascade Wealth Advisors
Washington
$3.47M
TS
3961
TradeWell Securities
Indiana
$3.47M
OCA
3962
Otter Creek Advisors
Florida
$3.46M
TIM
3963
Tortoise Investment Management
New York
$3.46M
BWM
3964
Birchcreek Wealth Management
Ohio
$3.45M
TFP
3965
TrueWealth Financial Partners
Washington
$3.45M
EIA
3966
Eldridge Investment Advisors
New Hampshire
$3.45M
BF
3967
Brucke Financial
Indiana
$3.45M
WIP
3968
WealthCare Investment Partners
Rhode Island
$3.45M
NA
3969
Novus Advisors
South Carolina
$3.45M
HS
3970
Horan Securities
United States
$3.44M
FCM
3971
Family Capital Management
Michigan
$3.44M
LA
3972
Latitude Advisors
Florida
$3.44M
LOIP
3973
Live Oak Investment Partners
Texas
$3.43M
TPF
3974
Tribridge Partners Financial
Maryland
$3.43M
CHA
3975
Cooper/Haims Advisors
New York
$3.43M