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Microsoft

5,732 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, 2,533 increasing their positions, 2,584 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: 5,6925,732 (+40)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,584

Holders
5,732
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
BWG
4976
Balanced Wealth Group
Ohio
$1.16M
JWS
4977
Juncture Wealth Strategies
Arizona
$1.16M
GOCP
4978
Great Oak Capital Partners
Massachusetts
$1.16M
LFA
4979
Lauterbach Financial Advisors
Texas
$1.16M
PA
4980
Persium Advisors
Georgia
$1.15M
SG
4981
Stanich Group
New York
$1.15M
TWA
4982
Trellis Wealth Advisors
California
$1.15M
MC
4983
McMorgan & Co
California
$1.15M
MWM
4984
McMill Wealth Management
Nebraska
$1.15M
JF
4985
Joule Financial
Kentucky
$1.15M
AIA
4986
Alternative Investment Advisors
Florida
$1.15M
GC
4987
Giverny Capital
Quebec, Canada
$1.15M
HVCM
4988
Hel Ved Capital Management
Hong Kong
$1.14M
MPCG
4989
Matrix Private Capital Group
New York
$1.14M
RTC
4990
Real Talk Capital
Tennessee
$1.14M
ACH
4991
ArrowMark Colorado Holdings
Colorado
$1.14M
BWP
4992
BlueStem Wealth Partners
Minnesota
$1.14M
TWG
4993
The Wealth Group
Minnesota
$1.14M
WFA
4994
Websterrogers Financial Advisors
South Carolina
$1.13M
CCP
4995
Carmel Capital Partners
California
$1.13M
WAG
4996
Wheelhouse Advisory Group
Missouri
$1.13M
PFA
4997
Presper Financial Architects
Ohio
$1.13M
KCM
4998
Kendall Capital Management
Maryland
$1.12M
DWMS
4999
Dominguez Wealth Management Solutions
Virginia
$1.12M
RRWA
5000
Rainey & Randall Wealth Advisors
Florida
$1.12M