MSFT icon

Microsoft

5,734 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,532 increasing their positions, 2,585 reducing their positions, and 108 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:

1.56% more ownership

Funds ownership: 70.77%72.33% (+1.6%)

1% more funds holding

Funds holding: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
APC
3151
Aspire Private Capital
North Carolina
$6.96M
PC
3152
Port Capital
Illinois
$6.96M
AIM
3153
Athena Investment Management
California
$6.96M
MHWM
3154
Montz Harcus Wealth Management
Louisiana
$6.96M
PP
3155
Patron Partners
Texas
$6.94M
LF
3156
LifeSteps Financial
California
$6.94M
LWM
3157
Lodestone Wealth Management
Washington
$6.94M
BCM
3158
Bienville Capital Management
New York
$6.93M
SAF
3159
Smith Anglin Financial
Texas
$6.93M
FHC
3160
First Heartland Consultants
Missouri
$6.92M
CWM
3161
Compass Wealth Management
Connecticut
$6.92M
PSFG
3162
Prairie Sky Financial Group
Illinois
$6.92M
HG
3163
Herbst Group
Connecticut
$6.92M
PWMG
3164
Pinnacle Wealth Management Group
Michigan
$6.88M
EWA
3165
Etesian Wealth Advisors
Oregon
$6.88M
CGFA
3166
Colton Groome Financial Advisors
North Carolina
$6.88M
RSA
3167
River Street Advisors
Illinois
$6.87M
BFA
3168
Beacon Financial Advisory
Ohio
$6.86M
BIP
3169
Blue Investment Partners
California
$6.86M
GIS
3170
Graphene Investments SAS
France
$6.86M
RF
3171
Robbins Farley
New Hampshire
$6.86M
WA
3172
Wealthstream Advisors
New York
$6.85M
HC
3173
Hamilton Capital
Ohio
$6.85M
SIA
3174
SkyView Investment Advisors
New Jersey
$6.84M
CTC
3175
Cetera Trust Company
Minnesota
$6.84M