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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
WFAG
3526
Wescott Financial Advisory Group
Pennsylvania
$5.19M
PW
3527
PUREfi Wealth
Massachusetts
$5.18M
NWAG
3528
Net Worth Advisory Group
Utah
$5.18M
GC
3529
Gould Capital
Washington
$5.18M
TIM
3530
Tevis Investment Management
Texas
$5.17M
CCM
3531
Crew Capital Management
Ohio
$5.17M
BCPE
3532
Bain Capital Public Equity
Massachusetts
$5.17M
MCM
3533
Mainstay Capital Management
Michigan
$5.17M
PIA
3534
Pinion Investment Advisors
Kansas
$5.16M
VCWM
3535
Vista Cima Wealth Management
Arizona
$5.16M
MFWP
3536
Mosaic Family Wealth Partners
Missouri
$5.15M
CIA
3537
Cascade Investment Advisors
Oregon
$5.15M
RLWM
3538
RF&L Wealth Management
Massachusetts
$5.15M
ITIM
3539
Indiana Trust & Investment Management
Indiana
$5.15M
IIL
3540
Insight Inv LLC
California
$5.14M
KHCM
3541
Kirtland Hills Capital Management
Ohio
$5.12M
HTI
3542
Hikari Tsushin Inc
Japan
$5.11M
KFS
3543
Keynote Financial Services
Connecticut
$5.11M
HS
3544
HighVista Strategies
Massachusetts
$5.1M
CWA
3545
Clarity Wealth Advisors
California
$5.1M
SA
3546
Strategic Advocates
Utah
$5.09M
PFA
3547
Pathway Financial Advisers
Indiana
$5.09M
1WM
3548
1900 Wealth Management
Texas
$5.09M
IWP
3549
Invenio Wealth Partners
Florida
$5.08M
SFC
3550
Swisher Financial Concepts
Ohio
$5.08M