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, 2,533 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
AA
3451
Aire Advisors
California
$5.52M
TAM
3452
Titleist Asset Management
Texas
$5.51M
FWI
3453
Facet Wealth Inc
Maryland
$5.5M
PPA
3454
Pacific Point Advisors
California
$5.5M
PWA
3455
Provenance Wealth Advisors
Florida
$5.5M
SCA
3456
Sulzberger Capital Advisors
Florida
$5.5M
CWM
3457
Castle Wealth Management
Florida
$5.49M
MWA
3458
MFA Wealth Advisors
Pennsylvania
$5.48M
CS
3459
Crescent Sterling
Louisiana
$5.46M
CCG
3460
Coastwise Capital Group
California
$5.46M
MAM
3461
MWA Asset Management
Massachusetts
$5.46M
SWRP
3462
Summit Wealth & Retirement Planning
California
$5.46M
PH
3463
Pinnacle Holdings
Oklahoma
$5.45M
AFS
3464
Access Financial Services
Minnesota
$5.45M
CIA
3465
Cladis Investment Advisory
Montana
$5.44M
SPA
3466
Sentinel Pension Advisors
Massachusetts
$5.43M
OM
3467
OV Management
Minnesota
$5.43M
CF
3468
Copperwynd Financial
Arizona
$5.43M
TFGT
3469
TS Financial Group (TSFG)
Illinois
$5.43M
LGG
3470
Luts & Greenleigh Group
Maryland
$5.42M
HWM
3471
Horizon Wealth Management
Illinois
$5.41M
GCS
3472
Gordian Capital (Singapore)
Singapore
$5.41M
BF
3473
bLong Financial
Tennessee
$5.41M
AHIA
3474
Andrew Hill Investment Advisors
Florida
$5.4M
AI
3475
Arvest Investments
Arkansas
$5.4M