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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
LL
5326
LPWM LLC
Minnesota
$644K
MCA
5327
Maryland Capital Advisors
Maryland
$638K
FPCG
5328
Forum Private Client Group
Indiana
$638K
AP
5329
Aspect Partners
Virginia
$637K
TL
5330
Tradewinds LLC
North Carolina
$636K
MWA
5331
Merkkuri Wealth Advisors
New York
$636K
FWMP
5332
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$635K
MAM
5333
Marquette Asset Management
Minnesota
$635K
LIM
5334
Lagoda Investment Management
New York
$634K
SPIO
5335
Seven Post Investment Office
California
$634K
DWM
5336
DKM Wealth Management
California
$633K
GWM
5337
Grand Wealth Management
Michigan
$621K
BBWP
5338
Beacon Bridge Wealth Partners
Pennsylvania
$621K
LTL
5339
Lowery Thomas LLC
California
$620K
GWM
5340
Guardian Wealth Management
Illinois
$619K
DRP
5341
Decker Retirement Planning
Utah
$615K
MAM
5342
McCarthy Asset Management
California
$613K
PAG
5343
Poinciana Advisors Group
Florida
$612K
FOFP
5344
Fee-Only Financial Planning
South Carolina
$610K
TAM
5345
TCP Asset Management
Ohio
$608K
AFTS
5346
American Financial & Tax Strategies
New York
$608K
PWA
5347
Principia Wealth Advisory
Texas
$606K
BFP
5348
Beacon Financial Planning
Massachusetts
$603K
EFG
5349
Ehrlich Financial Group
California
$602K
T
5350
TrueFG
Texas
$599K