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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 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:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
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
CFP
5326
Cypress Financial Planning
New Jersey
$678K
LWIC
5327
Leith Wheeler Investment Counsel
British Columbia, Canada
$676K
AAG
5328
Avalon Advisory Group
Pennsylvania
$676K
FAM
5329
Fenimore Asset Management
New York
$676K
SF
5330
Seek First
California
$675K
5W
5331
5T Wealth
California
$675K
AFA
5332
Alpha Financial Advisors
North Carolina
$675K
TR
5333
Tepp RIA
New Jersey
$672K
LWA
5334
Ledgewood Wealth Advisors
New Hampshire
$671K
GC
5335
GatePass Capital
Ohio
$671K
SP
5336
SIH Partners
Delaware
$670K
MGWA
5337
Monument Group Wealth Advisors
Massachusetts
$669K
LFWA
5338
LBJ Family Wealth Advisors
Texas
$664K
MC
5339
Maren Capital
Illinois
$664K
MAP
5340
Moody Aldrich Partners
Massachusetts
$663K
CAM
5341
Clarity Asset Management
Iowa
$663K
FF
5342
Financial Futures
New Jersey
$663K
SOWAS
5343
Silver Oak Wealth Advisors Services
California
$663K
BWL
5344
Beacon Wealthcare LLC
North Carolina
$662K
CAAM
5345
Cornerstone Advisors Asset Management
Pennsylvania
$662K
MFG
5346
Mustico Financial Group
New York
$660K
NJBEST
5347
New Jersey Better Educational Savings Trust
New Jersey
$658K
LAMNM
5348
Longview Asset Management (New Mexico)
New Mexico
$657K
DWA
5349
Delta Wealth Advisors
Indiana
$656K
SIA
5350
Spectrum Investment Advisors
Wisconsin
$653K