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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
HGWM
4001
Horst & Graben Wealth Management
Oregon
$3.35M
QP
4002
Quartz Partners
New York
$3.35M
KFO
4003
Kopp Family Office
Minnesota
$3.34M
PA
4004
Parkside Advisors
California
$3.34M
PWA
4005
Primoris Wealth Advisors
Florida
$3.34M
NL
4006
Navalign LLC
California
$3.34M
PFA
4007
Professional Financial Advisors
Nebraska
$3.34M
RLH
4008
RD Lewis Holdings
Florida
$3.33M
OCPWS
4009
One Charles Private Wealth Services
Massachusetts
$3.33M
PWS
4010
Precision Wealth Strategies
Missouri
$3.33M
CA
4011
CWC Advisors
Oregon
$3.32M
FSC
4012
Full Sail Capital
Oklahoma
$3.32M
CGH
4013
CMG Global Holdings
Texas
$3.32M
SRSA
4014
S.R. Schill & Associates
Washington
$3.32M
CFG
4015
Carter Financial Group
Illinois
$3.32M
CA
4016
Cortland Associates
Missouri
$3.31M
SWG
4017
Summit Wealth Group
Vermont
$3.31M
SIM
4018
SSI Investment Management
California
$3.3M
W
4019
WealthCollab
Washington
$3.3M
FP
4020
Fiduciary Planning
Florida
$3.3M
RCS
4021
Retirement Capital Strategies
California
$3.29M
CFO
4022
Capitol Family Office
Oregon
$3.29M
BFS
4023
Burkett Financial Services
South Carolina
$3.29M
NEWAS
4024
N.E.W. Advisory Services
Wisconsin
$3.29M
MWPCG
4025
Measured Wealth Private Client Group
New Hampshire
$3.28M