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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
E
5201
EntreWealth
Texas
$876K
RWM
5202
Rolek Wealth Management
Pennsylvania
$876K
NI
5203
NCP Inc
California
$874K
SWA
5204
ShankerValleau Wealth Advisors
Illinois
$874K
WAM
5205
Weinberger Asset Management
California
$874K
XPN
5206
XY Planning Network
Montana
$872K
BAWM
5207
Bennett Associates Wealth Management
Pennsylvania
$870K
SVWG
5208
Shared Vision Wealth Group
United States
$870K
VI
5209
VanderPol Investments
Michigan
$868K
KWM
5210
KMT Wealth Management
California
$867K
TIM
5211
Total Investment Management
Arizona
$866K
RWM
5212
RMG Wealth Management
Wisconsin
$865K
PF
5213
Penney Financial
Texas
$864K
HIW
5214
Holos Integrated Wealth
Pennsylvania
$861K
LP
5215
LGL Partners
Pennsylvania
$857K
GWM
5216
Global Wealth Management
New Jersey
$856K
AC
5217
Avant Capital
Louisiana
$851K
SF
5218
Strategent Financial
Virginia
$850K
LWA
5219
LifeGoal Wealth Advisors
New York
$847K
PCM
5220
Politan Capital Management
New York
$846K
KIM
5221
Karpus Investment Management
New York
$846K
SLT
5222
St Louis Trust
Missouri
$843K
SGI
5223
Swan Global Investments
Colorado
$840K
BGAI
5224
Bruce G. Allen Investments
Colorado
$840K
CCM
5225
Cutler Capital Management
Massachusetts
$833K