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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
EWM
4776
Echo Wealth Management
Minnesota
$1.56M
F4L
4777
Fortune 45 LLC
Louisiana
$1.56M
WCP
4778
Welch Capital Partners
New York
$1.56M
RW
4779
REDW Wealth
New Mexico
$1.56M
MFC
4780
Morris Financial Concepts
South Carolina
$1.56M
WA
4781
WESPAC Advisors
California
$1.56M
GC
4782
Gibson Capital
Pennsylvania
$1.55M
SP
4783
SWS Partners
Ohio
$1.55M
MWM
4784
Magnolia Wealth Management
Alabama
$1.55M
IW
4785
Instrumental Wealth
Florida
$1.55M
MWM
4786
MBE Wealth Management
Wisconsin
$1.55M
HAS
4787
Holland Advisory Services
Florida
$1.55M
HHWM
4788
Hiley Hunt Wealth Management
Nebraska
$1.54M
AA
4789
Alpha Advisors
Virginia
$1.54M
JRCM
4790
Jones Road Capital Management
New York
$1.54M
TWM
4791
Trinity Wealth Management
Pennsylvania
$1.54M
UWM
4792
USAdvisors Wealth Management
Minnesota
$1.54M
AWM
4793
Alterna Wealth Management
Texas
$1.54M
FPW
4794
Flywheel Private Wealth
California
$1.52M
BI
4795
Bramshill Investments
Florida
$1.52M
WAN
4796
Wealth Advisors Northwest
Oregon
$1.52M
CSI
4797
Clark & Stuart Inc
Maine
$1.52M
SIC
4798
Schwartz Investment Counsel
Michigan
$1.51M
HWM
4799
Hobbs Wealth Management
Indiana
$1.51M
HHRDM
4800
H&H Retirement Design & Management
Nevada
$1.51M