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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
RA
4501
Riverstone Advisors
Texas
$2.13M
GPA
4502
Guidance Point Advisors
Massachusetts
$2.13M
HA
4503
Hofer & Associates
California
$2.13M
WAG
4504
Wiser Advisor Group
Arizona
$2.13M
PWM
4505
Partners Wealth Management
California
$2.13M
IWS
4506
Integrity Wealth Solutions
Colorado
$2.13M
PGF
4507
Plan Group Financial
Oklahoma
$2.13M
SMH
4508
Sanders Morris Harris
Texas
$2.13M
MCM
4509
M1 Capital Management
Michigan
$2.12M
IIM
4510
Illumine Investment Management
Washington
$2.12M
LAM
4511
Lakewood Asset Management
Illinois
$2.12M
RTL
4512
Red Tortoise LLC
Georgia
$2.12M
GP
4513
Gridiron Partners
Pennsylvania
$2.12M
FWM
4514
Foguth Wealth Management
Michigan
$2.12M
PCI
4515
Planning Center Inc
Illinois
$2.12M
PCA
4516
Private Capital Advisors
Connecticut
$2.12M
CWM
4517
Cedar Wealth Management
California
$2.12M
BAM
4518
BLKBRD Asset Management
Connecticut
$2.12M
BCM
4519
Brown Capital Management
Maryland
$2.12M
WCWM
4520
Willow Creek Wealth Management
California
$2.12M
CIR
4521
Clear Investment Research
Georgia
$2.11M
GCM
4522
Gladius Capital Management
Illinois
$2.11M
EW
4523
Element Wealth
Mississippi
$2.11M
GRQ
4524
Gardner Russo & Quinn
Pennsylvania
$2.11M
CAG
4525
Curtis Advisory Group
California
$2.11M