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
GIM
2726
Gold Investment Management
Alberta, Canada
$9.66M
AW
2727
Alteri Wealth
California
$9.66M
WWM
2728
WT Wealth Management
Arizona
$9.65M
TGAM
2729
TBH Global Asset Management
Tennessee
$9.63M
ACM
2730
Avalon Capital Management
California
$9.63M
EF
2731
Exeter Financial
Arizona
$9.63M
LWM
2732
Liberty Wealth Management
California
$9.63M
TCOTS
2733
Trust Company of the South
North Carolina
$9.61M
SWM
2734
Scissortail Wealth Management
Oklahoma
$9.61M
SOAMC
2735
Spirit of America Management Corp
New York
$9.6M
SBCM
2736
Schwerin Boyle Capital Management
Massachusetts
$9.6M
WP
2737
WealthPLAN Partners
Nebraska
$9.59M
PIM
2738
Peregrine Investment Management
Ontario, Canada
$9.57M
SCP
2739
Stamos Capital Partners
California
$9.57M
AFC
2740
AFT Forsyth & Company
Florida
$9.56M
BAG
2741
Bridgewealth Advisory Group
California
$9.53M
WCFA
2742
Walkner Condon Financial Advisors
Wisconsin
$9.52M
GWM
2743
Graybill Wealth Management
Illinois
$9.51M
AC
2744
Aldebaran Capital
Indiana
$9.5M
FZCM
2745
Flynn Zito Capital Management
New York
$9.5M
AIM
2746
AHL Investment Management
Florida
$9.5M
TF
2747
Trek Financial
Arizona
$9.49M
DAS
2748
DMKC Advisory Services
Iowa
$9.46M
BSI
2749
Bennett Selby Investments
Maine
$9.44M
SFG
2750
Synergy Financial Group
California
$9.44M