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Microsoft

5,732 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,533 increasing their positions, 2,584 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: 5,6925,732 (+40)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,584

Holders
5,732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,106
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
WAG
4476
Wiser Advisor Group
Arizona
$2.13M
PWM
4477
Partners Wealth Management
California
$2.13M
IWS
4478
Integrity Wealth Solutions
Colorado
$2.13M
PGF
4479
Plan Group Financial
Oklahoma
$2.13M
SMH
4480
Sanders Morris Harris
Texas
$2.13M
MCM
4481
M1 Capital Management
Michigan
$2.12M
IIM
4482
Illumine Investment Management
Washington
$2.12M
LAM
4483
Lakewood Asset Management
Illinois
$2.12M
RTL
4484
Red Tortoise LLC
Georgia
$2.12M
GP
4485
Gridiron Partners
Pennsylvania
$2.12M
FWM
4486
Foguth Wealth Management
Michigan
$2.12M
PCI
4487
Planning Center Inc
Illinois
$2.12M
PCA
4488
Private Capital Advisors
Connecticut
$2.12M
CWM
4489
Cedar Wealth Management
California
$2.12M
BAM
4490
BLKBRD Asset Management
Connecticut
$2.12M
BCM
4491
Brown Capital Management
Maryland
$2.12M
WCWM
4492
Willow Creek Wealth Management
California
$2.12M
CIR
4493
Clear Investment Research
Georgia
$2.11M
GCM
4494
Gladius Capital Management
Illinois
$2.11M
EW
4495
Element Wealth
Mississippi
$2.11M
GRQ
4496
Gardner Russo & Quinn
Pennsylvania
$2.11M
CAG
4497
Curtis Advisory Group
California
$2.11M
AFA
4498
American Financial Advisors
Georgia
$2.1M
CP
4499
Castleview Partners
Texas
$2.1M
WWA
4500
Wealth Watch Advisors
Colorado
$2.1M