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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
APW
5676
Atlantic Private Wealth
North Carolina
$246K
KPPF
5677
Klein Pavlis & Peasley Financial
California
$246K
PWH
5678
Priebe Wealth Holdings
Minnesota
$246K
ES
5679
ETF Store
Kansas
$245K
LWP
5680
Laurel Wealth Planning
Minnesota
$245K
PPW
5681
PACK Private Wealth
Minnesota
$245K
MWP
5682
Moller Wealth Partners
$244K
UFF
5683
USA Financial Formulas
Michigan
$241K
FA
5684
FC Advisory
Pennsylvania
$240K
LFA
5685
Livelsberger Financial Advisory
Ohio
$239K
TIAAOA
5686
Teachers Insurance & Annuity Association of America
New York
$239K
MWP
5687
Momentum Wealth Planning
Florida
$237K
FD
5688
Financial Designs
California
$237K
RC
5689
Rareview Capital
Nevada
$234K
YAL
5690
Your Advocates Ltd
Texas
$234K
KHC
5691
Koesten Hirschmann & Crabtree
Kansas
$233K
VARA
5692
Value Aligned Research Advisors
New Jersey
$232K
KPP
5693
Kings Path Partners
Texas
$231K
BC
5694
Barnett & Company
Tennessee
$231K
SFA
5695
Salus Financial Advisors
Colorado
$230K
AFW
5696
Atlantic Family Wealth
Florida
$229K
S
5697
ShariaPortfolio
Florida
$228K
FWM
5698
FLP Wealth Management
Arkansas
$226K
NPAN
5699
Northeast Planning Associates NH
New Hampshire
$226K
MGI
5700
MayTech Global Investments
New York
$223K