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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, 2,533 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: 2,533 | 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
FWM
3376
Focused Wealth Management
New York
$5.82M
MPAM
3377
Murphy Pohlad Asset Management
Minnesota
$5.82M
NPFS
3378
Novak & Powell Financial Services
Florida
$5.82M
AWA
3379
Amplius Wealth Advisors
Pennsylvania
$5.81M
MHC
3380
May Hill Capital
Massachusetts
$5.81M
SWMG
3381
Signature Wealth Management Group
Georgia
$5.8M
FWM
3382
Forza Wealth Management
Florida
$5.8M
CWMGP
3383
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.8M
CMAI
3384
Capital Management Associates Inc
Minnesota
$5.8M
EBA
3385
Eagle Bay Advisors
New York
$5.79M
MFG
3386
Menard Financial Group
Texas
$5.79M
TI
3387
tru Independence
Oregon
$5.78M
FIBOI
3388
First International Bank of Israel
$5.77M
TPW
3389
Turn8 Private Wealth
$5.77M
GAM
3390
GEM Asset Management
Michigan
$5.76M
RHP
3391
Royal Harbor Partners
Texas
$5.76M
THCM
3392
Taylor Hoffman Capital Management
Virginia
$5.76M
NG
3393
Northstar Group
New York
$5.76M
PCM
3394
Palouse Capital Management
Washington
$5.76M
EB
3395
Emprise Bank
Kansas
$5.75M
CWM
3396
Cahaba Wealth Management
Georgia
$5.75M
JGCM
3397
Joseph Group Capital Management
Ohio
$5.75M
AF
3398
Affiance Financial
Minnesota
$5.75M
TMWM
3399
Taylor & Morgan Wealth Management
Michigan
$5.74M
VWMG
3400
Virginia Wealth Management Group
Virginia
$5.74M