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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
WA
1901
Wealth Alliance
New York
$21M
APP
1902
Avantax Planning Partners
Iowa
$21M
FHWM
1903
Fox Hill Wealth Management
Massachusetts
$21M
WA
1904
WBH Advisory
Maryland
$21M
TNBTD
1905
Trustmark National Bank Trust Department
Mississippi
$21M
QPW
1906
Quantum Private Wealth
Florida
$21M
LOPW
1907
Live Oak Private Wealth
North Carolina
$20.9M
WIM
1908
WealthPlan Investment Management
Nebraska
$20.9M
BAM
1909
Boyar Asset Management
New York
$20.9M
AA
1910
Advisory Alpha
Michigan
$20.9M
AAP
1911
Ardsley Advisory Partners
Connecticut
$20.9M
VIS
1912
Vega Investment Solutions
France
$20.9M
AWE
1913
Avidian Wealth Enterprises
Texas
$20.9M
HRC
1914
Hoertkorn Richard Charles
$20.9M
MCM
1915
Morton Capital Management
California
$20.9M
WC
1916
Waterloo Capital
Texas
$20.8M
CA
1917
Claro Advisors
Massachusetts
$20.8M
GIC
1918
Generali Investments CEE
Czech Republic
$20.8M
B
1919
BloombergSen
Ontario, Canada
$20.8M
MYIA
1920
Mount Yale Investment Advisors
Colorado
$20.8M
TAP
1921
Tounjian Advisory Partners
Florida
$20.7M
CPL
1922
Capital & Planning LLC
Georgia
$20.7M
MCM
1923
Manchester Capital Management
Vermont
$20.7M
CG
1924
CFO4Life Group
Texas
$20.7M
BB
1925
Berkshire Bank
Massachusetts
$20.7M