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Microsoft

5,734 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, 2,533 increasing their positions, 2,585 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: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
FA
4951
Fortis Advisors
Pennsylvania
$1.21M
APW
4952
Axim Planning & Wealth
Ohio
$1.21M
AWM
4953
AAF Wealth Management
Massachusetts
$1.2M
RPGNY
4954
Retirement Planning Group (New York)
New York
$1.2M
HWA
4955
HMV Wealth Advisors
Louisiana
$1.2M
CCMW
4956
Cypress Capital Management (Wyoming)
Wyoming
$1.2M
MWP
4957
Meredith Wealth Planning
Illinois
$1.2M
CFG
4958
CMC Financial Group
Georgia
$1.2M
OGF
4959
Orin Green Financial
California
$1.19M
RFG
4960
REAP Financial Group
Texas
$1.19M
Q
4961
QVR
California
$1.19M
SS
4962
Sound Stewardship
Kansas
$1.19M
WFL
4963
Wealth Forward LLC
North Dakota
$1.19M
AFIA
4964
America First Investment Advisors
Nebraska
$1.19M
CWMA
4965
Capstone Wealth Management (Alabama)
Alabama
$1.19M
WFP
4966
Wrenne Financial Planning
Kentucky
$1.18M
DC
4967
Dahring Cusmano
Michigan
$1.17M
TLFA
4968
True Link Financial Advisors
California
$1.17M
AWA
4969
AmeriServ Wealth Advisors
Pennsylvania
$1.17M
FFS
4970
Fortress Financial Solutions
Arizona
$1.17M
WA
4971
Wealthstar Advisors
Texas
$1.17M
RFO
4972
RiverGlades Family Offices
Florida
$1.16M
NFA
4973
Northwest Financial Advisors
Virginia
$1.16M
GK
4974
Graney & King
New York
$1.16M
LWM
4975
Lighthouse Wealth Management
Ohio
$1.16M