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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
TCPW
4026
Twin City Private Wealth
North Carolina
$3.28M
TIP
4027
Tandem Investment Partners
New Jersey
$3.28M
CL
4028
CVFG LLC
Indiana
$3.27M
MTC
4029
Matrix Trust Company
Colorado
$3.27M
TWPM
4030
Total Wealth Planning & Management
Florida
$3.26M
BMM
4031
Berkshire Money Management
Massachusetts
$3.26M
FFAM
4032
Forge First Asset Management
Canada
$3.25M
JTWM
4033
Jackson Thornton Wealth Management
Alabama
$3.24M
GWP
4034
Gen-Wealth Partners
Michigan
$3.24M
LWM
4035
Laidlaw Wealth Management
New York
$3.24M
RDFA
4036
Ritter Daniher Financial Advisory
Ohio
$3.24M
IFPG
4037
Intrepid Financial Planning Group
Indiana
$3.24M
SRL
4038
Scientech Research LLC
New Jersey
$3.23M
MA
4039
MBA Advisors
Pennsylvania
$3.23M
MCM
4040
Magnolia Capital Management
New York
$3.23M
BBA
4041
Braun-Bostich & Associates
Pennsylvania
$3.23M
VWA
4042
VSM Wealth Advisory
Maryland
$3.22M
PWP
4043
Phillips Wealth Planners
Mississippi
$3.22M
CWM
4044
Cherrydale Wealth Management
New Jersey
$3.22M
WFM
4045
Wolff Financial Management
Michigan
$3.22M
RWA
4046
Rooted Wealth Advisors
Illinois
$3.22M
TWM
4047
TriaGen Wealth Management
California
$3.22M
LFASL
4048
Lugano Financial Advisors SA (LFA)
Switzerland
$3.22M
FCMA
4049
Foresight Capital Management Advisors
Michigan
$3.22M
TCM
4050
Towercrest Capital Management
Pennsylvania
$3.21M