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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
AWMT
3626
AAFMAA Wealth Management & Trust
North Carolina
$4.81M
MMHP
3627
Murphy Middleton Hinkle & Parker
Georgia
$4.81M
RA
3628
Rockingstone Advisors
Massachusetts
$4.8M
WWM
3629
Wagner Wealth Management
South Carolina
$4.79M
KCP
3630
Kera Capital Partners
California
$4.79M
PFG
3631
PAX Financial Group
Texas
$4.79M
RPCA
3632
Running Point Capital Advisors
California
$4.78M
PWM
3633
Prentice Wealth Management
New York
$4.77M
OGC
3634
Oak Grove Capital
New Hampshire
$4.77M
CNTOF
3635
Canandaigua National Trust of Florida
New York
$4.77M
CWI
3636
Conscious Wealth Investments
Florida
$4.77M
FWP
3637
Firethorn Wealth Partners
Georgia
$4.77M
AWM
3638
Ameliora Wealth Management
Switzerland
$4.76M
PTCG
3639
Pring Turner Capital Group
California
$4.76M
SAM
3640
Satovsky Asset Management
New York
$4.75M
BSHC
3641
Breed's Hill Capital
Massachusetts
$4.75M
IF
3642
Ironwood Financial
Arizona
$4.74M
EC
3643
EdgeRock Capital
Colorado
$4.74M
AWAP
3644
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.74M
WQ
3645
Wealth Quarterback
New Jersey
$4.73M
RPCONE
3646
Retirement Planning Company of New England
Rhode Island
$4.73M
GC
3647
Gilbert & Cook
Iowa
$4.73M
PIMG
3648
Patriot Investment Management Group
Tennessee
$4.73M
CFG
3649
CKW Financial Group
Hawaii
$4.73M
GCC
3650
Game Creek Capital
Massachusetts
$4.73M