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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
WFPG
5251
Waller Financial Planning Group
Ohio
$727K
TPW
5252
Tiller Private Wealth
Pennsylvania
$726K
AFS
5253
Axiom Financial Strategies
Indiana
$724K
DWS
5254
Dynamic Wealth Strategies
California
$723K
CWM
5255
Core Wealth Management
Florida
$718K
TA
5256
TKG Advisors
Indiana
$718K
HOWA
5257
Heritage Oak Wealth Advisors
Florida
$718K
WCM
5258
Wealthcare Capital Management
Virginia
$717K
DLHL
5259
Donald L. Hagan LLC
Florida
$717K
WWP
5260
Waypoint Wealth Partners
California
$717K
ACM
5261
Anfield Capital Management
California
$717K
FCG
5262
Financial Connections Group
California
$716K
BCM
5263
Basso Capital Management
Connecticut
$716K
PA
5264
Prism Advisors
California
$712K
AWM
5265
Altus Wealth Management
Kentucky
$711K
CCG
5266
Capital CS Group
California
$710K
DWM
5267
Denver Wealth Management
Colorado
$709K
OA
5268
Oceanside Advisors
South Carolina
$708K
SC
5269
Schiavi & Co
Delaware
$706K
DAL
5270
Delta Accumulation LLC
California
$701K
GFM
5271
GEN Financial Management
Minnesota
$700K
EPM
5272
Elm Partners Management
Pennsylvania
$699K
MSA
5273
Marathon Strategic Advisors
Pennsylvania
$697K
MCA
5274
Martin Capital Advisors
Texas
$696K
BSG
5275
Black Swift Group
Colorado
$696K