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Microsoft

5,736 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, 2,532 increasing their positions, 2,587 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: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
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
GWA
4376
Geometric Wealth Advisors
District of Columbia
$2.35M
AWA
4377
ARQ Wealth Advisors
Arizona
$2.35M
MWM
4378
Mindset Wealth Management
Indiana
$2.35M
AW
4379
Apricus Wealth
South Carolina
$2.34M
WAOI
4380
Wealth Advisors of Iowa
Iowa
$2.34M
NFTC
4381
North Forty Two & Co
Oregon
$2.34M
BWMG
4382
Barnes Wealth Management Group
California
$2.33M
CWMS
4383
Cannon Wealth Management Services
North Carolina
$2.33M
PP
4384
Postrock Partners
Oregon
$2.33M
LAM
4385
Lingohr Asset Management
Germany
$2.33M
LOAMU
4386
Lombard Odier Asset Management (USA)
New York
$2.33M
RTC
4387
Riverview Trust Company
Washington
$2.33M
IW
4388
IronOak Wealth
Texas
$2.32M
WCM
4389
Windsor Capital Management
Arizona
$2.32M
RWM
4390
Reston Wealth Management
Virginia
$2.32M
FFL
4391
Financial Freedom LLC
Ohio
$2.32M
CWM
4392
Comprehensive Wealth Management
Washington
$2.32M
HI
4393
Harper Investing
California
$2.32M
SWM
4394
Selective Wealth Management
Virginia
$2.31M
OWA
4395
ORBA Wealth Advisors
Illinois
$2.31M
QT
4396
Quantbot Technologies
New York
$2.31M
HWP
4397
Hibernia Wealth Partners
Louisiana
$2.3M
FYW
4398
Future You Wealth
New York
$2.3M
DHC
4399
Drum Hill Capital
Connecticut
$2.29M
CW
4400
Code Waechter
Florida
$2.29M