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
IWM
3076
Integris Wealth Management
California
$7.43M
SIA
3077
Schear Investment Advisers
Ohio
$7.43M
SCA
3078
Sandy Cove Advisors
Massachusetts
$7.43M
AGAM
3079
Audent Global Asset Management
California
$7.43M
CIA
3080
Citadel Investment Advisory
Ohio
$7.42M
SDH
3081
Sloy Dahl & Holst
Washington
$7.42M
FA
3082
Financial Advisors
Massachusetts
$7.42M
IIM
3083
InTrack Investment Management
Vermont
$7.4M
MA
3084
McBroom & Associates
Nevada
$7.4M
HIC
3085
Harvey Investment Company
Kentucky
$7.4M
BDFN
3086
Bond & Devick Financial Network
Minnesota
$7.39M
VIA
3087
Vickerman Investment Advisors
Washington
$7.38M
KF
3088
KKM Financial
Illinois
$7.38M
CP
3089
Covenant Partners
Tennessee
$7.37M
SCM
3090
Steele Capital Management
Iowa
$7.37M
HFBOT
3091
Home Federal Bank of Tennessee
Tennessee
$7.37M
FGC
3092
Financial Gravity Companies
Texas
$7.36M
FNBOH
3093
First National Bank of Hutchinson
Kansas
$7.36M
RSC
3094
Red Spruce Capital
Pennsylvania
$7.35M
SWM
3095
Shepherd Wealth Management
Ohio
$7.35M
PCM
3096
Prelude Capital Management
New York
$7.35M
PWP
3097
Prasad Wealth Partners
Ohio
$7.34M
CWA
3098
Crux Wealth Advisors
California
$7.34M
CFG
3099
Cambridge Financial Group
Ohio
$7.33M
SPWG
3100
Syntegra Private Wealth Group
Missouri
$7.33M