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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
CTFG
3551
Capstone Triton Financial Group
Oklahoma
$5.07M
KFG
3552
Kelly Financial Group
Connecticut
$5.06M
FPWM
3553
FSB Premier Wealth Management
Iowa
$5.06M
TWM
3554
TCFG Wealth Management
California
$5.06M
SFWA
3555
Summit Financial Wealth Advisors
Louisiana
$5.05M
VBFP
3556
Valtinson Bruner Financial Planning
Minnesota
$5.05M
FSA
3557
Financial Sense Advisors
California
$5.05M
SWA
3558
Strata Wealth Advisors
Texas
$5.04M
CF
3559
Claris Financial
Virginia
$5.04M
S
3560
Sachetta
Massachusetts
$5.04M
BWM
3561
Baron Wealth Management
Michigan
$5.02M
LK
3562
Lumbard & Kellner
New Hampshire
$5.02M
SIAG
3563
Safeguard Investment Advisory Group
California
$5.02M
SEP
3564
Southland Equity Partners
Missouri
$5.02M
OWA
3565
Opal Wealth Advisors
New York
$5M
CCG
3566
Catalina Capital Group
California
$4.99M
BLFG
3567
Brian Low Financial Group
Louisiana
$4.99M
TAM
3568
Telemark Asset Management
Massachusetts
$4.97M
OCM
3569
Olstein Capital Management
New York
$4.97M
RF
3570
Rossby Financial
Florida
$4.97M
BCMLT
3571
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.97M
FA
3572
FDx Advisors
Illinois
$4.96M
ODIJL
3573
One Day In July LLC
Vermont
$4.96M
GFG
3574
Goldstone Financial Group
Illinois
$4.95M
NWM
3575
Northwest Wealth Management
Iowa
$4.93M