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Microsoft

5,729 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, 2,582 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: 5,6925,729 (+37)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,582

Holders
5,729
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
HIA
5026
HTG Investment Advisors
Connecticut
$1.07M
FWM
5027
ForthRight Wealth Management
Georgia
$1.07M
HPM
5028
Hudson Portfolio Management
New York
$1.06M
EW
5029
Entruity Wealth
California
$1.06M
CFO
5030
Custos Family Office
Texas
$1.06M
WAG
5031
Windsor Advisory Group
Ohio
$1.06M
EWA
5032
Elevate Wealth Advisory
Georgia
$1.05M
DC
5033
Darrow Company
Massachusetts
$1.05M
TDC
5034
Thompson Davis & Co
Virginia
$1.04M
MPW
5035
MA Private Wealth
California
$1.04M
SG
5036
Sharper & Granite
California
$1.04M
DI
5037
Disciplined Investments
Oklahoma
$1.04M
BP
5038
BWM Planning
Texas
$1.04M
MIAS
5039
Mason Investment Advisory Services
Virginia
$1.04M
PFA
5040
Plotkin Financial Advisors
Maryland
$1.04M
FL
5041
FreeGulliver LLC
Louisiana
$1.04M
OWM
5042
Orca Wealth Management
Florida
$1.04M
SFMG
5043
Sage Financial Management Group
Virginia
$1.03M
BWM
5044
Brickley Wealth Management
California
$1.03M
LAM
5045
Lifestyle Asset Management
Texas
$1.03M
CA
5046
Corrado Advisors
New Jersey
$1.03M
ACM
5047
Ardent Capital Management
Ohio
$1.03M
ORAM
5048
One River Asset Management
Connecticut
$1.03M
CFS
5049
Compass Financial Services
Iowa
$1.03M
FI
5050
FWG Investments
Kentucky
$1.03M