MSFT icon

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
RBWA
2626
RFG - Bristol Wealth Advisors
Massachusetts
$10.4M
LP
2627
LMR Partners
United Kingdom
$10.3M
PRS
2628
Pinkerton Retirement Specialists
Idaho
$10.3M
SAM
2629
Secure Asset Management
Michigan
$10.3M
RPSA
2630
Richard P. Slaughter Associates
Texas
$10.3M
GJWM
2631
Gilliland Jeter Wealth Management
Arkansas
$10.3M
MW
2632
Maia Wealth
Colorado
$10.3M
WAOTB
2633
Wealth Advisors of Tampa Bay
Florida
$10.3M
BMA
2634
Brooks Moore & Associates
Tennessee
$10.3M
PP
2635
Prospector Partners
Connecticut
$10.3M
FCT
2636
First Community Trust
Iowa
$10.3M
SW
2637
StrongBox Wealth
Missouri
$10.3M
PMIA
2638
Patrick Mauro Investment Advisor
Illinois
$10.3M
NGM
2639
North Growth Management
British Columbia, Canada
$10.2M
PFSC
2640
Peoples Financial Services Corp
Pennsylvania
$10.2M
GWCM
2641
Godshalk Welsh Capital Management
Pennsylvania
$10.2M
FWC
2642
First Washington Corp
Washington
$10.2M
6F
2643
626 Financial
Michigan
$10.2M
BWM
2644
Bernard Wealth Management
Michigan
$10.2M
KL
2645
KWMG LLC
Kansas
$10.2M
WIC
2646
Wilkins Investment Counsel
Massachusetts
$10.2M
EA
2647
Everpar Advisors
Oklahoma
$10.2M
HCCM
2648
Hudson Canyon Capital Management
New York
$10.2M
PWP
2649
Pursue Wealth Partners
California
$10.2M
UBG
2650
United Bank (Georgia)
Georgia
$10.1M