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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
AWM
4976
Avaii Wealth Management
Wisconsin
$1.22M
CCA
4977
Covey Capital Advisors
Georgia
$1.22M
CIA
4978
Caerus Investment Advisors
Texas
$1.22M
SWP
4979
ShoreHaven Wealth Partners
New Jersey
$1.22M
TFO
4980
Timonier Family Office
North Carolina
$1.21M
HIGP
4981
Hill Investment Group Partners
Missouri
$1.21M
JC
4982
Jentner Corp
Ohio
$1.21M
ATC
4983
Advantage Trust Company
Kansas
$1.21M
FA
4984
Fortis Advisors
Pennsylvania
$1.21M
APW
4985
Axim Planning & Wealth
Ohio
$1.21M
AWM
4986
AAF Wealth Management
Massachusetts
$1.2M
RPGNY
4987
Retirement Planning Group (New York)
New York
$1.2M
HWA
4988
HMV Wealth Advisors
Louisiana
$1.2M
CCMW
4989
Cypress Capital Management (Wyoming)
Wyoming
$1.2M
EWA
4990
Emergent Wealth Advisors
New York
$1.2M
MWP
4991
Meredith Wealth Planning
Illinois
$1.2M
CFG
4992
CMC Financial Group
Georgia
$1.2M
OGF
4993
Orin Green Financial
California
$1.19M
RFG
4994
REAP Financial Group
Texas
$1.19M
Q
4995
QVR
California
$1.19M
SS
4996
Sound Stewardship
Kansas
$1.19M
WFL
4997
Wealth Forward LLC
North Dakota
$1.19M
AFIA
4998
America First Investment Advisors
Nebraska
$1.19M
CWMA
4999
Capstone Wealth Management (Alabama)
Alabama
$1.19M
WFP
5000
Wrenne Financial Planning
Kentucky
$1.18M