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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
MCM
3551
Mainstay Capital Management
Michigan
$5.17M
PIA
3552
Pinion Investment Advisors
Kansas
$5.16M
VCWM
3553
Vista Cima Wealth Management
Arizona
$5.16M
MFWP
3554
Mosaic Family Wealth Partners
Missouri
$5.15M
CIA
3555
Cascade Investment Advisors
Oregon
$5.15M
RLWM
3556
RF&L Wealth Management
Massachusetts
$5.15M
ITIM
3557
Indiana Trust & Investment Management
Indiana
$5.15M
IIL
3558
Insight Inv LLC
California
$5.14M
KHCM
3559
Kirtland Hills Capital Management
Ohio
$5.12M
HTI
3560
Hikari Tsushin Inc
Japan
$5.11M
KFS
3561
Keynote Financial Services
Connecticut
$5.11M
HS
3562
HighVista Strategies
Massachusetts
$5.1M
CWA
3563
Clarity Wealth Advisors
California
$5.1M
SA
3564
Strategic Advocates
Utah
$5.09M
PFA
3565
Pathway Financial Advisers
Indiana
$5.09M
1WM
3566
1900 Wealth Management
Texas
$5.09M
IWP
3567
Invenio Wealth Partners
Florida
$5.08M
SFC
3568
Swisher Financial Concepts
Ohio
$5.08M
CTFG
3569
Capstone Triton Financial Group
Oklahoma
$5.07M
KFG
3570
Kelly Financial Group
Connecticut
$5.06M
FPWM
3571
FSB Premier Wealth Management
Iowa
$5.06M
TWM
3572
TCFG Wealth Management
California
$5.06M
SFWA
3573
Summit Financial Wealth Advisors
Louisiana
$5.05M
VBFP
3574
Valtinson Bruner Financial Planning
Minnesota
$5.05M
FSA
3575
Financial Sense Advisors
California
$5.05M