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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
RWM
3501
Rialto Wealth Management
New York
$5.31M
COCM
3502
Charter Oak Capital Management
New Hampshire
$5.29M
FFA
3503
Fi3 Financial Advisors
Indiana
$5.29M
CFM
3504
Comprehensive Financial Management
California
$5.28M
BWA
3505
Beam Wealth Advisors
Louisiana
$5.28M
MWVC
3506
Morgens Waterfall Vintiadis & Co
New York
$5.27M
WPA
3507
West Paces Advisors
Georgia
$5.26M
BPW
3508
Bingham Private Wealth
California
$5.25M
BWG
3509
Beta Wealth Group
California
$5.24M
RL
3510
Rogco LP
Oklahoma
$5.23M
SCA
3511
Sassicaia Capital Advisers
New York
$5.22M
AFAS
3512
Acorn Financial Advisory Services
Virginia
$5.22M
PMSA
3513
Patrick M. Sweeney & Associates
Illinois
$5.21M
WRPWM
3514
Werba Rubin Papier Wealth Management
California
$5.21M
ARC
3515
Advisor Resource Council
Texas
$5.21M
NRD
3516
Nebula Research & Development
New York
$5.21M
GA
3517
Gordian Advisors
Arizona
$5.2M
AFW
3518
Avantra Family Wealth
Pennsylvania
$5.2M
BFWA
3519
Benchmark Financial Wealth Advisors
Florida
$5.2M
PAM
3520
Paradigm Asset Management
New York
$5.2M
FGA
3521
Fortis Group Advisors
New Jersey
$5.2M
MS
3522
Madden Securities
Texas
$5.2M
KFA
3523
Kapstone Financial Advisors
Ohio
$5.19M
CCM
3524
Cinctive Capital Management
New York
$5.19M
CWM
3525
Crowley Wealth Management
Delaware
$5.19M