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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
VFG
5351
Valley Financial Group
Pennsylvania
$650K
OAP
5352
One Advisory Partners
Kansas
$649K
CWM
5353
Capital Wealth Management
Rhode Island
$649K
FC
5354
Farringdon Capital
United Kingdom
$648K
LFA
5355
LifeGuide Financial Advisors
Pennsylvania
$648K
JPT
5356
Jordan Park Trust
New Hampshire
$648K
DFG
5357
Dynamic Financial Group
Iowa
$648K
OCM
5358
Objective Capital Management
Ohio
$645K
JCIA
5359
Jackson Creek Investment Advisors
Colorado
$644K
LL
5360
LPWM LLC
Minnesota
$644K
MCA
5361
Maryland Capital Advisors
Maryland
$638K
FPCG
5362
Forum Private Client Group
Indiana
$638K
AP
5363
Aspect Partners
Virginia
$637K
TL
5364
Tradewinds LLC
North Carolina
$636K
MWA
5365
Merkkuri Wealth Advisors
New York
$636K
FWMP
5366
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$635K
MAM
5367
Marquette Asset Management
Minnesota
$635K
SPIO
5368
Seven Post Investment Office
California
$634K
LIM
5369
Lagoda Investment Management
New York
$634K
DWM
5370
DKM Wealth Management
California
$633K
GWM
5371
Grand Wealth Management
Michigan
$621K
BBWP
5372
Beacon Bridge Wealth Partners
Pennsylvania
$621K
LTL
5373
Lowery Thomas LLC
California
$620K
GWMI
5374
Guardian Wealth Management (Illinois)
Illinois
$619K
DRP
5375
Decker Retirement Planning
Utah
$615K