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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
FIC
5276
Family Investment Center
Missouri
$694K
GWA
5277
Gutierrez Wealth Advisory
Arkansas
$692K
TVAMP
5278
Tennessee Valley Asset Management Partners
Tennessee
$691K
GWA
5279
Genesis Wealth Advisors
Massachusetts
$690K
LAM
5280
Lountzis Asset Management
Pennsylvania
$687K
FIA
5281
FPC Investment Advisory
California
$686K
STFP
5282
Signal Tree Financial Partners
Ohio
$685K
JWM
5283
JDH Wealth Management
California
$683K
SIAS
5284
Summit Investment Advisory Services
Minnesota
$682K
OKSA
5285
O'Keefe Stevens Advisory
New York
$682K
NLWP
5286
Next Level Wealth Planning
Idaho
$678K
CFP
5287
Cypress Financial Planning
New Jersey
$678K
LWIC
5288
Leith Wheeler Investment Counsel
British Columbia, Canada
$676K
AAG
5289
Avalon Advisory Group
Pennsylvania
$676K
FAM
5290
Fenimore Asset Management
New York
$676K
SF
5291
Seek First
California
$675K
5W
5292
5T Wealth
California
$675K
AFA
5293
Alpha Financial Advisors
North Carolina
$675K
TR
5294
Tepp RIA
New Jersey
$672K
LWA
5295
Ledgewood Wealth Advisors
New Hampshire
$671K
GC
5296
GatePass Capital
Ohio
$671K
SP
5297
SIH Partners
Delaware
$670K
MGWA
5298
Monument Group Wealth Advisors
Massachusetts
$669K
LFWA
5299
LBJ Family Wealth Advisors
Texas
$664K
MC
5300
Maren Capital
Illinois
$664K