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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
BFS
4026
Burkett Financial Services
South Carolina
$3.29M
NEWAS
4027
N.E.W. Advisory Services
Wisconsin
$3.29M
MWPCG
4028
Measured Wealth Private Client Group
New Hampshire
$3.28M
TCPW
4029
Twin City Private Wealth
North Carolina
$3.28M
TIP
4030
Tandem Investment Partners
New Jersey
$3.28M
CL
4031
CVFG LLC
Indiana
$3.27M
MTC
4032
Matrix Trust Company
Colorado
$3.27M
TWPM
4033
Total Wealth Planning & Management
Florida
$3.26M
BMM
4034
Berkshire Money Management
Massachusetts
$3.26M
FFAM
4035
Forge First Asset Management
Canada
$3.25M
JTWM
4036
Jackson Thornton Wealth Management
Alabama
$3.24M
GWP
4037
Gen-Wealth Partners
Michigan
$3.24M
LWM
4038
Laidlaw Wealth Management
New York
$3.24M
RDFA
4039
Ritter Daniher Financial Advisory
Ohio
$3.24M
IFPG
4040
Intrepid Financial Planning Group
Indiana
$3.24M
SRL
4041
Scientech Research LLC
New Jersey
$3.23M
MA
4042
MBA Advisors
Pennsylvania
$3.23M
MCM
4043
Magnolia Capital Management
New York
$3.23M
BBA
4044
Braun-Bostich & Associates
Pennsylvania
$3.23M
VWA
4045
VSM Wealth Advisory
Maryland
$3.22M
PWP
4046
Phillips Wealth Planners
Mississippi
$3.22M
CWM
4047
Cherrydale Wealth Management
New Jersey
$3.22M
WFM
4048
Wolff Financial Management
Michigan
$3.22M
RWA
4049
Rooted Wealth Advisors
Illinois
$3.22M
TWM
4050
TriaGen Wealth Management
California
$3.22M