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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
GA
3601
Goldstein Advisors
Wisconsin
$4.84M
MWM
3602
Massachusetts Wealth Management
Massachusetts
$4.83M
MFG
3603
Mainsail Financial Group
Washington
$4.83M
AHL
3604
Abel Hall LLC
Louisiana
$4.83M
CFSG
3605
Clark Financial Services Group
Missouri
$4.82M
LFA
3606
Laraway Financial Advisors
Minnesota
$4.82M
FC
3607
Fairscale Capital
New Hampshire
$4.82M
AWMT
3608
AAFMAA Wealth Management & Trust
North Carolina
$4.81M
MMHP
3609
Murphy Middleton Hinkle & Parker
Georgia
$4.81M
RA
3610
Rockingstone Advisors
Massachusetts
$4.8M
WWM
3611
Wagner Wealth Management
South Carolina
$4.79M
KCP
3612
Kera Capital Partners
California
$4.79M
PFG
3613
PAX Financial Group
Texas
$4.79M
RPCA
3614
Running Point Capital Advisors
California
$4.78M
PWM
3615
Prentice Wealth Management
New York
$4.77M
OGC
3616
Oak Grove Capital
New Hampshire
$4.77M
CNTOF
3617
Canandaigua National Trust of Florida
New York
$4.77M
CWI
3618
Conscious Wealth Investments
Florida
$4.77M
FWP
3619
Firethorn Wealth Partners
Georgia
$4.77M
AWM
3620
Ameliora Wealth Management
Switzerland
$4.76M
PTCG
3621
Pring Turner Capital Group
California
$4.76M
SAM
3622
Satovsky Asset Management
New York
$4.75M
BSHC
3623
Breed's Hill Capital
Massachusetts
$4.75M
IF
3624
Ironwood Financial
Arizona
$4.74M
EC
3625
EdgeRock Capital
Colorado
$4.74M