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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
EFP
5526
Envision Financial Planning
Tennessee
$368K
MFS
5527
McNamara Financial Services
Massachusetts
$365K
JC
5528
JBGlobal.com
New York
$364K
JFG
5529
JDM Financial Group
Texas
$363K
SPWM
5530
Straight Path Wealth Management
Michigan
$363K
HWA
5531
Hillcrest Wealth Advisors
New Jersey
$362K
AWA
5532
Aquire Wealth Advisors
Utah
$359K
S4W
5533
Solutions 4 Wealth
Texas
$357K
AC
5534
Applied Capital
Arkansas
$354K
NEPPG
5535
New England Professional Planning Group
Rhode Island
$353K
WF
5536
Williams Financial
Vermont
$352K
MWM
5537
Maltin Wealth Management
New Jersey
$352K
SWCM
5538
Sullivan Wood Capital Management
District of Columbia
$352K
IWM
5539
Inlight Wealth Management
Georgia
$351K
PWAC
5540
Private Wealth Advisors (California)
California
$350K
SWM
5541
Stark Wealth Management
Pennsylvania
$347K
SC
5542
Skylands Capital
Wisconsin
$346K
GS
5543
Gagnon Securities
New York
$344K
MWP
5544
MYCIO Wealth Partners
Pennsylvania
$344K
EF
5545
Elite Financial
Idaho
$343K
RCG
5546
Ruane, Cunniff & Goldfarb
New York
$343K
MWML
5547
M Wealth Management LLC
California
$342K
FA
5548
Financial Alternatives
California
$339K
CIM
5549
Corbyn Investment Management
Maryland
$338K
RVM
5550
Robinson Value Management
Texas
$338K