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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 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:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
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
BPW
3526
Bingham Private Wealth
California
$5.25M
BWG
3527
Beta Wealth Group
California
$5.24M
RL
3528
Rogco LP
Oklahoma
$5.23M
SCA
3529
Sassicaia Capital Advisers
New York
$5.22M
AFAS
3530
Acorn Financial Advisory Services
Virginia
$5.22M
PMSA
3531
Patrick M. Sweeney & Associates
Illinois
$5.21M
WRPWM
3532
Werba Rubin Papier Wealth Management
California
$5.21M
ARC
3533
Advisor Resource Council
Texas
$5.21M
NRD
3534
Nebula Research & Development
New York
$5.21M
GA
3535
Gordian Advisors
Arizona
$5.2M
AFW
3536
Avantra Family Wealth
Pennsylvania
$5.2M
BFWA
3537
Benchmark Financial Wealth Advisors
Florida
$5.2M
PAM
3538
Paradigm Asset Management
New York
$5.2M
FGA
3539
Fortis Group Advisors
New Jersey
$5.2M
MS
3540
Madden Securities
Texas
$5.2M
KFA
3541
Kapstone Financial Advisors
Ohio
$5.19M
CCM
3542
Cinctive Capital Management
New York
$5.19M
CWM
3543
Crowley Wealth Management
Delaware
$5.19M
WFAG
3544
Wescott Financial Advisory Group
Pennsylvania
$5.19M
PW
3545
PUREfi Wealth
Massachusetts
$5.18M
NWAG
3546
Net Worth Advisory Group
Utah
$5.18M
GC
3547
Gould Capital
Washington
$5.18M
TIM
3548
Tevis Investment Management
Texas
$5.17M
CCM
3549
Crew Capital Management
Ohio
$5.17M
BCPE
3550
Bain Capital Public Equity
Massachusetts
$5.17M