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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
TIP
4051
Tandem Investment Partners
New Jersey
$3.28M
CL
4052
CVFG LLC
Indiana
$3.27M
MTC
4053
Matrix Trust Company
Colorado
$3.27M
TWPM
4054
Total Wealth Planning & Management
Florida
$3.26M
BMM
4055
Berkshire Money Management
Massachusetts
$3.26M
FFAM
4056
Forge First Asset Management
Canada
$3.25M
JTWM
4057
Jackson Thornton Wealth Management
Alabama
$3.24M
GWP
4058
Gen-Wealth Partners
Michigan
$3.24M
LWM
4059
Laidlaw Wealth Management
New York
$3.24M
RDFA
4060
Ritter Daniher Financial Advisory
Ohio
$3.24M
IFPG
4061
Intrepid Financial Planning Group
Indiana
$3.24M
SRL
4062
Scientech Research LLC
New Jersey
$3.23M
MA
4063
MBA Advisors
Pennsylvania
$3.23M
MCM
4064
Magnolia Capital Management
New York
$3.23M
BBA
4065
Braun-Bostich & Associates
Pennsylvania
$3.23M
VWA
4066
VSM Wealth Advisory
Maryland
$3.22M
PWP
4067
Phillips Wealth Planners
Mississippi
$3.22M
CWM
4068
Cherrydale Wealth Management
New Jersey
$3.22M
WFM
4069
Wolff Financial Management
Michigan
$3.22M
RWA
4070
Rooted Wealth Advisors
Illinois
$3.22M
TWM
4071
TriaGen Wealth Management
California
$3.22M
LFASL
4072
Lugano Financial Advisors SA (LFA)
Switzerland
$3.22M
FCMA
4073
Foresight Capital Management Advisors
Michigan
$3.22M
TCM
4074
Towercrest Capital Management
Pennsylvania
$3.21M
PFM
4075
Phillips Financial Management
Indiana
$3.21M