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Microsoft

5,736 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, 2,532 increasing their positions, 2,587 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
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
GLA
1626
Good Life Advisors
Pennsylvania
$28M
CPA
1627
Court Place Advisors
Maryland
$28M
RWM
1628
Rockline Wealth Management
New York
$27.9M
MWM
1629
Mattern Wealth Management
Kansas
$27.7M
SFO
1630
Stokes Family Office
Louisiana
$27.7M
SACTSONJ
1631
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$27.7M
BGDI
1632
BW Gestao de Investimentos
Brazil
$27.7M
AGM
1633
Aragon Global Management
Florida
$27.6M
SFG
1634
SevenBridge Financial Group
Pennsylvania
$27.6M
CP
1635
Capital Planning
Washington
$27.6M
RZH
1636
Relyea Zuckerberg Hanson
Connecticut
$27.6M
BEAM
1637
Baker Ellis Asset Management
Washington
$27.6M
WBC
1638
West Branch Capital
Massachusetts
$27.6M
GWM
1639
GDS Wealth Management
Texas
$27.5M
BWP
1640
Balboa Wealth Partners
Arizona
$27.5M
KJHP
1641
K.J. Harrison & Partners
Ontario, Canada
$27.4M
WGC
1642
Watts Gwilliam & Co
Arizona
$27.3M
CCM
1643
Copeland Capital Management
Pennsylvania
$27.3M
GEA
1644
Glen Eagle Advisors
New Jersey
$27.3M
CWM
1645
CMH Wealth Management
New Hampshire
$27.2M
CCS
1646
Concentric Capital Strategies
Connecticut
$27.2M
III
1647
Independent Investors Inc
New York
$27.1M
GWM
1648
Greenwich Wealth Management
Connecticut
$27.1M
SWA
1649
Stratos Wealth Advisors
Ohio
$27M
PT
1650
Plimoth Trust
Massachusetts
$27M