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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
BWM
4576
Brown Wealth Management
Illinois
$1.98M
TW
4577
Towerpoint Wealth
California
$1.98M
FSWA
4578
Financial Synergies Wealth Advisors
Texas
$1.98M
VPF
4579
Vantage Point Financial
Illinois
$1.98M
SPI
4580
Santori & Peters Inc
Pennsylvania
$1.97M
BC
4581
Brio Consultants
California
$1.96M
BWM
4582
Blossom Wealth Management
California
$1.96M
BGA
4583
Battery Global Advisors
Massachusetts
$1.96M
WA
4584
Westfuller Advisors
New York
$1.96M
DWM
4585
Defined Wealth Management
Oregon
$1.96M
CCA
4586
Cadent Capital Advisors
Oklahoma
$1.95M
CWM
4587
Centricity Wealth Management
Ohio
$1.95M
WMN
4588
Wealth Management Nebraska
Nebraska
$1.95M
ACM
4589
Armbruster Capital Management
New York
$1.95M
RA
4590
Rodgers & Associates
Pennsylvania
$1.95M
BWP
4591
Bernardo Wealth Planning
Pennsylvania
$1.95M
SW
4592
SMART Wealth
Nebraska
$1.95M
CCMI
4593
Creative Capital Management Investments
California
$1.95M
PWP
4594
Parkwoods Wealth Partners
New York
$1.94M
AAM
4595
Austin Asset Management
Texas
$1.94M
PIM
4596
Profit Investment Management
Maryland
$1.94M
PWMG
4597
Private Wealth Management Group
New Jersey
$1.93M
PAG
4598
Paladin Advisory Group
Iowa
$1.93M
TCGDR
4599
TB Capital Gestao de Recursos
$1.93M
VBWMG
4600
Von Berge Wealth Management Group
California
$1.93M