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Microsoft

5,734 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,533 increasing their positions, 2,585 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: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
KWM
5176
KMT Wealth Management
California
$867K
TIM
5177
Total Investment Management
Arizona
$866K
RWM
5178
RMG Wealth Management
Wisconsin
$865K
PF
5179
Penney Financial
Texas
$864K
HIW
5180
Holos Integrated Wealth
Pennsylvania
$861K
LP
5181
LGL Partners
Pennsylvania
$857K
GWM
5182
Global Wealth Management
New Jersey
$856K
AC
5183
Avant Capital
Louisiana
$851K
SF
5184
Strategent Financial
Virginia
$850K
LWA
5185
LifeGoal Wealth Advisors
New York
$847K
PCM
5186
Politan Capital Management
New York
$846K
KIM
5187
Karpus Investment Management
New York
$846K
SLT
5188
St Louis Trust
Missouri
$843K
SGI
5189
Swan Global Investments
Colorado
$840K
BGAI
5190
Bruce G. Allen Investments
Colorado
$840K
CCM
5191
Cutler Capital Management
Massachusetts
$833K
TPW
5192
TL Private Wealth
Texas
$832K
RFA
5193
RTD Financial Advisors
Pennsylvania
$832K
JAA
5194
Joel Adams & Associates
North Carolina
$831K
CC
5195
Capstone Capital
Nevada
$829K
WWM
5196
Woodside Wealth Management
Massachusetts
$828K
HA
5197
HFG Advisors
Ohio
$825K
BWM
5198
Base Wealth Management
Florida
$824K
HPA
5199
High Probability Advisors
New York
$820K
CAM
5200
Cobblestone Asset Management
Virginia
$818K