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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
EWP
4151
Elevation Wealth Partners
California
$2.98M
LD
4152
Lipe & Dalton
New York
$2.97M
MAM
4153
MMA Asset Management
Pennsylvania
$2.97M
WF
4154
WinCap Financial
Massachusetts
$2.97M
AFA
4155
Antonelli Financial Advisors
Michigan
$2.97M
PWA
4156
PCG Wealth Advisors
Kansas
$2.96M
CP
4157
Creekside Partners
California
$2.96M
PWA
4158
Prairie Wealth Advisors
Nebraska
$2.95M
LF
4159
Lighthouse Financial
Florida
$2.95M
CWA
4160
CogentBlue Wealth Advisors
Tennessee
$2.95M
IWP
4161
Innova Wealth Partners
Pennsylvania
$2.94M
GWAG
4162
Garrett Wealth Advisory Group
Texas
$2.94M
ACM
4163
Ascent Capital Management
Oregon
$2.94M
GFA
4164
Gallagher Fiduciary Advisors
Illinois
$2.94M
HC
4165
Hara Capital
Washington
$2.94M
PBO
4166
Peoples Bank (Ohio)
Ohio
$2.94M
MPW
4167
Magnolia Private Wealth
Pennsylvania
$2.93M
ADBIC
4168
A.D. Beadell Investment Counsel
Wisconsin
$2.93M
CWA
4169
Cura Wealth Advisors
Illinois
$2.93M
YWS
4170
Yarger Wealth Strategies
Ohio
$2.93M
RA
4171
Ruggaard & Associates
Ohio
$2.93M
PG
4172
Prostatis Group
Maryland
$2.93M
PFM
4173
Potomac Fund Management
Florida
$2.92M
SP
4174
Sequent Planning
Nebraska
$2.92M
IP
4175
Integras Partners
Georgia
$2.92M