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Microsoft

5,730 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,532 increasing their positions, 2,583 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: 5,6925,730 (+38)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,583

Holders
5,730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,106
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
AWM
4951
AAF Wealth Management
Massachusetts
$1.2M
RPGNY
4952
Retirement Planning Group (New York)
New York
$1.2M
HWA
4953
HMV Wealth Advisors
Louisiana
$1.2M
CCMW
4954
Cypress Capital Management (Wyoming)
Wyoming
$1.2M
MWP
4955
Meredith Wealth Planning
Illinois
$1.2M
CFG
4956
CMC Financial Group
Georgia
$1.2M
OGF
4957
Orin Green Financial
California
$1.19M
RFG
4958
REAP Financial Group
Texas
$1.19M
Q
4959
QVR
California
$1.19M
SS
4960
Sound Stewardship
Kansas
$1.19M
WFL
4961
Wealth Forward LLC
North Dakota
$1.19M
AFIA
4962
America First Investment Advisors
Nebraska
$1.19M
CWMA
4963
Capstone Wealth Management (Alabama)
Alabama
$1.19M
WFP
4964
Wrenne Financial Planning
Kentucky
$1.18M
DC
4965
Dahring Cusmano
Michigan
$1.17M
TLFA
4966
True Link Financial Advisors
California
$1.17M
AWA
4967
AmeriServ Wealth Advisors
Pennsylvania
$1.17M
FFS
4968
Fortress Financial Solutions
Arizona
$1.17M
WA
4969
Wealthstar Advisors
Texas
$1.17M
RFO
4970
RiverGlades Family Offices
Florida
$1.16M
NFA
4971
Northwest Financial Advisors
Virginia
$1.16M
GK
4972
Graney & King
New York
$1.16M
LWM
4973
Lighthouse Wealth Management
Ohio
$1.16M
WMWM
4974
Wilkins Miller Wealth Management
Alabama
$1.16M
BWG
4975
Balanced Wealth Group
Ohio
$1.16M