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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 237 funds opening new positions, 2,533 increasing their positions, 2,588 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: 5,6955,739 (+44)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,588

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
LWM
4201
Level Wealth Management
North Carolina
$2.84M
PCMN
4202
Paradigm Capital Management (Nevada)
Nevada
$2.84M
PA
4203
Pineridge Advisors
Missouri
$2.83M
DWM
4204
Dogwood Wealth Management
Kansas
$2.83M
PPC
4205
Pennington Partners & Co
Maryland
$2.83M
SWM
4206
Shelton Wealth Management
Texas
$2.83M
RH
4207
RFG Holdings
Texas
$2.82M
RAS
4208
RPS Advisory Solutions
Kentucky
$2.82M
BMWS
4209
Brady Martz Wealth Solutions
North Dakota
$2.82M
TCB
4210
Texas Capital Bancshares
Texas
$2.82M
JFGLC
4211
Johnson Financial Group LLC (Colorado)
Colorado
$2.81M
PPH
4212
Pure Portfolios Holdings
Oregon
$2.81M
LF
4213
LifePlan Financial
Minnesota
$2.8M
UPS
4214
UHLMANN PRICE SECURITIES
Illinois
$2.8M
AC
4215
ASB Consultores
Florida
$2.8M
HWA
4216
Hilltop Wealth Advisors
North Carolina
$2.79M
APW
4217
Acima Private Wealth
Virginia
$2.79M
3F
4218
360 Financial
Minnesota
$2.79M
CWA
4219
Centennial Wealth Advisory
Michigan
$2.78M
MAG
4220
M3 Advisory Group
Massachusetts
$2.77M
CAM
4221
Campion Asset Management
Virginia
$2.77M
AIA
4222
Accelerate Investment Advisors
California
$2.77M
MWP
4223
Meriwether Wealth & Planning
Louisiana
$2.76M
WAG
4224
Wallace Advisory Group
California
$2.76M
IAG
4225
Investmark Advisory Group
Connecticut
$2.76M