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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
LSL
5026
Legacy Solutions LLC
Pennsylvania
$1.07M
HIA
5027
HTG Investment Advisors
Connecticut
$1.07M
FWM
5028
ForthRight Wealth Management
Georgia
$1.07M
HPM
5029
Hudson Portfolio Management
New York
$1.06M
EW
5030
Entruity Wealth
California
$1.06M
CFO
5031
Custos Family Office
Texas
$1.06M
WAG
5032
Windsor Advisory Group
Ohio
$1.06M
EWA
5033
Elevate Wealth Advisory
Georgia
$1.05M
DC
5034
Darrow Company
Massachusetts
$1.05M
TDC
5035
Thompson Davis & Co
Virginia
$1.04M
MPW
5036
MA Private Wealth
California
$1.04M
SG
5037
Sharper & Granite
California
$1.04M
DI
5038
Disciplined Investments
Oklahoma
$1.04M
BP
5039
BWM Planning
Texas
$1.04M
MIAS
5040
Mason Investment Advisory Services
Virginia
$1.04M
PFA
5041
Plotkin Financial Advisors
Maryland
$1.04M
FL
5042
FreeGulliver LLC
Louisiana
$1.04M
OWM
5043
Orca Wealth Management
Florida
$1.04M
SFMG
5044
Sage Financial Management Group
Virginia
$1.03M
BWM
5045
Brickley Wealth Management
California
$1.03M
LAM
5046
Lifestyle Asset Management
Texas
$1.03M
CA
5047
Corrado Advisors
New Jersey
$1.03M
ACM
5048
Ardent Capital Management
Ohio
$1.03M
ORAM
5049
One River Asset Management
Connecticut
$1.03M
CFS
5050
Compass Financial Services
Iowa
$1.03M