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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
GFM
5276
GEN Financial Management
Minnesota
$700K
EPM
5277
Elm Partners Management
Pennsylvania
$699K
MSA
5278
Marathon Strategic Advisors
Pennsylvania
$697K
MCA
5279
Martin Capital Advisors
Texas
$696K
BSG
5280
Black Swift Group
Colorado
$696K
FIC
5281
Family Investment Center
Missouri
$694K
GWA
5282
Gutierrez Wealth Advisory
Arkansas
$692K
TVAMP
5283
Tennessee Valley Asset Management Partners
Tennessee
$691K
GWA
5284
Genesis Wealth Advisors
Massachusetts
$690K
LAM
5285
Lountzis Asset Management
Pennsylvania
$687K
FIA
5286
FPC Investment Advisory
California
$686K
STFP
5287
Signal Tree Financial Partners
Ohio
$685K
JWM
5288
JDH Wealth Management
California
$683K
SIAS
5289
Summit Investment Advisory Services
Minnesota
$682K
OKSA
5290
O'Keefe Stevens Advisory
New York
$682K
NLWP
5291
Next Level Wealth Planning
Idaho
$678K
CFP
5292
Cypress Financial Planning
New Jersey
$678K
LWIC
5293
Leith Wheeler Investment Counsel
British Columbia, Canada
$676K
AAG
5294
Avalon Advisory Group
Pennsylvania
$676K
FAM
5295
Fenimore Asset Management
New York
$676K
SF
5296
Seek First
California
$675K
5W
5297
5T Wealth
California
$675K
AFA
5298
Alpha Financial Advisors
North Carolina
$675K
TR
5299
Tepp RIA
New Jersey
$672K
LWA
5300
Ledgewood Wealth Advisors
New Hampshire
$671K