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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
RCWM
5251
Red Crane Wealth Management
California
$732K
CAG
5252
Compass Advisory Group
New York
$731K
CPA
5253
Clear Point Advisors
New York
$728K
BFP
5254
Briaud Financial Planning
Texas
$727K
WFPG
5255
Waller Financial Planning Group
Ohio
$727K
TPW
5256
Tiller Private Wealth
Pennsylvania
$726K
AFS
5257
Axiom Financial Strategies
Indiana
$724K
DWS
5258
Dynamic Wealth Strategies
California
$723K
Q1WB
5259
Quest 10 Wealth Builders
Virginia
$721K
CWM
5260
Core Wealth Management
Florida
$718K
TA
5261
TKG Advisors
Indiana
$718K
HOWA
5262
Heritage Oak Wealth Advisors
Florida
$718K
WCM
5263
Wealthcare Capital Management
Virginia
$717K
DLHL
5264
Donald L. Hagan LLC
Florida
$717K
WWP
5265
Waypoint Wealth Partners
California
$717K
ACM
5266
Anfield Capital Management
California
$717K
FCG
5267
Financial Connections Group
California
$716K
BCM
5268
Basso Capital Management
Connecticut
$716K
PA
5269
Prism Advisors
California
$712K
AWM
5270
Altus Wealth Management
Kentucky
$711K
CCG
5271
Capital CS Group
California
$710K
DWM
5272
Denver Wealth Management
Colorado
$709K
OA
5273
Oceanside Advisors
South Carolina
$708K
SC
5274
Schiavi & Co
Delaware
$706K
DAL
5275
Delta Accumulation LLC
California
$701K