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Microsoft

5,741 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,536 increasing their positions, 2,589 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6995,741 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,536 | Existing positions reduced: 2,589

Holders
5,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
KWM
3251
Kingsman Wealth Management
Florida
$6.49M
FFG
3252
Floyd Financial Group
Missouri
$6.49M
PCA
3253
Peddock Capital Advisors
Massachusetts
$6.49M
LRIA
3254
Leonard Rickey Investment Advisors
Washington
$6.48M
WPWM
3255
Western Pacific Wealth Management
Illinois
$6.48M
ATWA
3256
Arbor Trust Wealth Advisors
Michigan
$6.48M
CYG
3257
Clean Yield Group
Vermont
$6.47M
CV
3258
Counterweight Ventures
North Carolina
$6.47M
DI
3259
DAGCO Inc
Ohio
$6.47M
WIM
3260
Wittenberg Investment Management
Massachusetts
$6.46M
GWS
3261
Greykasell Wealth Strategies
California
$6.46M
BFAG
3262
Blackston Financial Advisory Group
Florida
$6.46M
AF
3263
AGP Franklin
Tennessee
$6.45M
GGA
3264
Granite Group Advisors
Connecticut
$6.44M
MPPLM
3265
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.44M
NRI
3266
NFP Retirement Inc
California
$6.42M
RA
3267
Rational Advisors
New York
$6.42M
HSWM
3268
Hubbell Strickland Wealth Management
Louisiana
$6.42M
MUAMU
3269
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.42M
OCM
3270
Orser Capital Management
Texas
$6.41M
PFG
3271
Putney Financial Group
California
$6.4M
FFS
3272
Flavin Financial Services
Florida
$6.4M
EFA
3273
Evernest Financial Advisors
Indiana
$6.39M
TW
3274
Traveka Wealth
California
$6.38M
FPL
3275
Fortress Private Ledger
North Carolina
$6.38M