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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
LWMNY
5351
Landmark Wealth Management (New York)
New York
$593K
TWP
5352
Total Wealth Planning
Ohio
$591K
LWM
5353
Latko Wealth Management
Illinois
$590K
MF
5354
Midwestern Financial
Iowa
$587K
GG
5355
GenWealth Group
New Jersey
$587K
KWM
5356
Kiker Wealth Management
Georgia
$585K
JWM
5357
JFG Wealth Management
Colorado
$577K
BHWM
5358
Bay Harbor Wealth Management
Maryland
$576K
TFP
5359
Triune Financial Partners
Kansas
$575K
CWP
5360
Corepath Wealth Partners
Arizona
$575K
RL
5361
Retireful LLC
Michigan
$574K
SC
5362
Scratch Capital
Idaho
$573K
KIC
5363
Keating Investment Counselors
Florida
$571K
GWAM
5364
Guardian Wealth Advisors (Minnesota)
Minnesota
$571K
SG
5365
Strid Group
Pennsylvania
$570K
GFG
5366
Grantvest Financial Group
New Jersey
$570K
DIM
5367
DC Investments Management
Virginia
$568K
WC
5368
Wexford Capital
Florida
$566K
SMAM
5369
Sugar Maple Asset Management
Wisconsin
$563K
TCTWM
5370
Three Cord True Wealth Management
Pennsylvania
$563K
MFG
5371
Marmo Financial Group
Tennessee
$561K
HCA
5372
Hyperion Capital Advisors
New York
$561K
BWM
5373
BCGM Wealth Management
Indiana
$560K
SA
5374
Sicart Associates
New York
$558K
WAT
5375
Wealth Advisory Team
Kentucky
$556K