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
AGC
2776
Aspen Grove Capital
Colorado
$9.18M
BWG
2777
Berry Wealth Group
Texas
$9.18M
MGAM
2778
McGowan Group Asset Management
Texas
$9.17M
CI
2779
CacheTech Inc
Utah
$9.17M
JSAM
2780
J. Safra Asset Management
New York
$9.17M
BTWM
2781
Baker Tilly Wealth Management
Wisconsin
$9.16M
HZ
2782
Hixon Zuercher
Ohio
$9.16M
EWA
2783
Encompass Wealth Advisors
Oregon
$9.15M
FFA
2784
Florida Financial Advisors
Florida
$9.15M
EWA
2785
Evolution Wealth Advisors
Florida
$9.14M
SA
2786
Sylvest Advisors
Texas
$9.14M
KTC
2787
Kentucky Trust Company
Kentucky
$9.12M
CPSC
2788
Carl P. Sherr & Co
Massachusetts
$9.12M
MWP
2789
Madison Wealth Partners
Wisconsin
$9.11M
CA
2790
Calton & Associates
Florida
$9.1M
TVWM
2791
Tower View Wealth Management
Wisconsin
$9.1M
MCA
2792
Magnolia Capital Advisors
Mississippi
$9.1M
FCM
2793
Fairbanks Capital Management
California
$9.1M
GBA
2794
Garrison Bradford & Associates
New York
$9.09M
WIC
2795
WealthBridge Investment Counsel
Alberta, Canada
$9.09M
VIA
2796
Victrix Investment Advisors
Florida
$9.08M
PFG
2797
Prosperity Financial Group
California
$9.07M
MIM
2798
MTM Investment Management
South Carolina
$9.06M
PHS
2799
Pekin Hardy Strauss
Illinois
$9.06M
AWM
2800
Aviso Wealth Management
Washington
$9.05M