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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
MWA
5326
Merkkuri Wealth Advisors
New York
$636K
FWMP
5327
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$635K
MAM
5328
Marquette Asset Management
Minnesota
$635K
LIM
5329
Lagoda Investment Management
New York
$634K
SPIO
5330
Seven Post Investment Office
California
$634K
DWM
5331
DKM Wealth Management
California
$633K
GWM
5332
Grand Wealth Management
Michigan
$621K
BBWP
5333
Beacon Bridge Wealth Partners
Pennsylvania
$621K
LTL
5334
Lowery Thomas LLC
California
$620K
GWM
5335
Guardian Wealth Management
Illinois
$619K
DRP
5336
Decker Retirement Planning
Utah
$615K
MAM
5337
McCarthy Asset Management
California
$613K
PAG
5338
Poinciana Advisors Group
Florida
$612K
FOFP
5339
Fee-Only Financial Planning
South Carolina
$610K
TAM
5340
TCP Asset Management
Ohio
$608K
AFTS
5341
American Financial & Tax Strategies
New York
$608K
PWA
5342
Principia Wealth Advisory
Texas
$606K
BFP
5343
Beacon Financial Planning
Massachusetts
$603K
EFG
5344
Ehrlich Financial Group
California
$602K
T
5345
TrueFG
Texas
$599K
OFP
5346
OLIO Financial Planning
Virginia
$597K
ACM
5347
Avos Capital Management
Washington
$596K
OFG
5348
Omega Financial Group
California
$596K
BIS
5349
BG Investment Services
Guam
$595K
BWA
5350
BCU Wealth Advisors
Illinois
$594K