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Microsoft

5,735 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, 2,586 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: 5,6925,735 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,586

Holders
5,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,108
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
4651
Lionsbridge Wealth Management
Florida
$1.73M
SFA
4652
Seneca Financial Advisors
New York
$1.73M
RIA
4653
Richwood Investment Advisors
Ohio
$1.73M
OCG
4654
Opus Capital Group
Ohio
$1.73M
HWM
4655
Howard Wealth Management
Connecticut
$1.73M
EPW
4656
Endeavor Private Wealth
Kansas
$1.73M
BW
4657
BXM Wealth
Colorado
$1.73M
AC
4658
AWM Capital
Arizona
$1.72M
AL
4659
ACAS LLC
California
$1.72M
FFWA
4660
Forthright Family Wealth Advisory
Texas
$1.72M
ACA
4661
Ackerman Capital Advisors
Texas
$1.71M
GCL
4662
Gouws Capital LLC
North Carolina
$1.71M
RK
4663
Rather & Kittrell
Tennessee
$1.71M
ELM
4664
Elite Life Management
Florida
$1.7M
C1AG
4665
Client 1st Advisory Group
Florida
$1.7M
I
4666
IMPACTfolio
Colorado
$1.7M
FWM
4667
FMB Wealth Management
California
$1.7M
I2I
4668
Insight 2811 Inc
Illinois
$1.7M
SCM
4669
Seascape Capital Management
New Hampshire
$1.7M
PI
4670
Pachira Investments
California
$1.7M
MBI
4671
May Barnhard Investments
Maryland
$1.7M
NWM
4672
Nova Wealth Management
Florida
$1.69M
TLA
4673
Tanglewood Legacy Advisors
Texas
$1.69M
Edgewood Management
4674
Edgewood Management
Connecticut
$1.69M
KLI
4675
Kelman-Lazarov Inc
Tennessee
$1.69M