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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
DC
5001
Dahring Cusmano
Michigan
$1.17M
TLFA
5002
True Link Financial Advisors
California
$1.17M
AWA
5003
AmeriServ Wealth Advisors
Pennsylvania
$1.17M
FFS
5004
Fortress Financial Solutions
Arizona
$1.17M
WA
5005
Wealthstar Advisors
Texas
$1.17M
RFO
5006
RiverGlades Family Offices
Florida
$1.16M
NFA
5007
Northwest Financial Advisors
Virginia
$1.16M
GK
5008
Graney & King
New York
$1.16M
LWM
5009
Lighthouse Wealth Management
Ohio
$1.16M
WMWM
5010
Wilkins Miller Wealth Management
Alabama
$1.16M
BWG
5011
Balanced Wealth Group
Ohio
$1.16M
JWS
5012
Juncture Wealth Strategies
Arizona
$1.16M
GOCP
5013
Great Oak Capital Partners
Massachusetts
$1.16M
LFA
5014
Lauterbach Financial Advisors
Texas
$1.16M
PA
5015
Persium Advisors
Georgia
$1.15M
SG
5016
Stanich Group
New York
$1.15M
TWA
5017
Trellis Wealth Advisors
California
$1.15M
MC
5018
McMorgan & Co
California
$1.15M
MWM
5019
McMill Wealth Management
Nebraska
$1.15M
JF
5020
Joule Financial
Kentucky
$1.15M
AIA
5021
Alternative Investment Advisors
Florida
$1.15M
GC
5022
Giverny Capital
Quebec, Canada
$1.15M
HVCM
5023
Hel Ved Capital Management
Hong Kong
$1.14M
MPCG
5024
Matrix Private Capital Group
New York
$1.14M
RTC
5025
Real Talk Capital
Tennessee
$1.14M