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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
MAM
5376
McCarthy Asset Management
California
$613K
PAG
5377
Poinciana Advisors Group
Florida
$612K
FOFP
5378
Fee-Only Financial Planning
South Carolina
$610K
TAM
5379
TCP Asset Management
Ohio
$608K
AFTS
5380
American Financial & Tax Strategies
New York
$608K
PWA
5381
Principia Wealth Advisory
Texas
$606K
BFP
5382
Beacon Financial Planning
Massachusetts
$603K
EFG
5383
Ehrlich Financial Group
California
$602K
T
5384
TrueFG
Texas
$599K
OFP
5385
OLIO Financial Planning
Virginia
$597K
ACM
5386
Avos Capital Management
Washington
$596K
OFG
5387
Omega Financial Group
California
$596K
BIS
5388
BG Investment Services
Guam
$595K
BWA
5389
BCU Wealth Advisors
Illinois
$594K
LWMNY
5390
Landmark Wealth Management (New York)
New York
$593K
TWP
5391
Total Wealth Planning
Ohio
$591K
LWM
5392
Latko Wealth Management
Illinois
$590K
MF
5393
Midwestern Financial
Iowa
$587K
GG
5394
GenWealth Group
New Jersey
$587K
KWM
5395
Kiker Wealth Management
Georgia
$585K
JWM
5396
JFG Wealth Management
Colorado
$577K
BHWM
5397
Bay Harbor Wealth Management
Maryland
$576K
TFP
5398
Triune Financial Partners
Kansas
$575K
CWP
5399
Corepath Wealth Partners
Arizona
$575K
RL
5400
Retireful LLC
Michigan
$574K