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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
OFP
5351
OLIO Financial Planning
Virginia
$597K
ACM
5352
Avos Capital Management
Washington
$596K
OFG
5353
Omega Financial Group
California
$596K
BIS
5354
BG Investment Services
Guam
$595K
BWA
5355
BCU Wealth Advisors
Illinois
$594K
LWMNY
5356
Landmark Wealth Management (New York)
New York
$593K
TWP
5357
Total Wealth Planning
Ohio
$591K
LWM
5358
Latko Wealth Management
Illinois
$590K
MF
5359
Midwestern Financial
Iowa
$587K
GG
5360
GenWealth Group
New Jersey
$587K
KWM
5361
Kiker Wealth Management
Georgia
$585K
JWM
5362
JFG Wealth Management
Colorado
$577K
BHWM
5363
Bay Harbor Wealth Management
Maryland
$576K
TFP
5364
Triune Financial Partners
Kansas
$575K
CWP
5365
Corepath Wealth Partners
Arizona
$575K
RL
5366
Retireful LLC
Michigan
$574K
SC
5367
Scratch Capital
Idaho
$573K
KIC
5368
Keating Investment Counselors
Florida
$571K
GWAM
5369
Guardian Wealth Advisors (Minnesota)
Minnesota
$571K
SG
5370
Strid Group
Pennsylvania
$570K
GFG
5371
Grantvest Financial Group
New Jersey
$570K
DIM
5372
DC Investments Management
Virginia
$568K
WC
5373
Wexford Capital
Florida
$566K
SMAM
5374
Sugar Maple Asset Management
Wisconsin
$563K
TCTWM
5375
Three Cord True Wealth Management
Pennsylvania
$563K