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Microsoft

5,739 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, 2,589 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6965,739 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,589

Holders
5,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
FCM
3726
Fieldview Capital Management
Michigan
$4.39M
FWP
3727
Forefront Wealth Partners
Texas
$4.39M
GCM
3728
Generation Capital Management
New York
$4.39M
FH
3729
FWG Holdings
Florida
$4.38M
BFGL
3730
BIRCH FINANCIAL GROUP, LLC
New Hampshire
$4.37M
1CP
3731
17 Capital Partners
Arizona
$4.36M
NFC
3732
Northstar Financial Companies
Pennsylvania
$4.36M
SCM
3733
Sterneck Capital Management
Missouri
$4.34M
RA
3734
Rise Advisors
New York
$4.34M
CFP
3735
Comprehensive Financial Planning
Pennsylvania
$4.34M
PSFG
3736
Park Square Financial Group
Georgia
$4.34M
PA
3737
PFW Advisors
Georgia
$4.33M
RCM
3738
Riverpark Capital Management
New York
$4.32M
VP
3739
Verum Partners
North Carolina
$4.32M
BWG
3740
Boomfish Wealth Group
Georgia
$4.31M
SL
3741
Sentinus LLC
Illinois
$4.31M
GAMC
3742
Garner Asset Management Corp
Texas
$4.31M
IVP
3743
Intrinsic Value Partners
Arizona
$4.31M
BBNB
3744
Baker Boyer National Bank
Washington
$4.31M
CSC
3745
Caldwell Sutter Capital
California
$4.31M
LSA
3746
Lansing Street Advisors
Pennsylvania
$4.31M
SFWC
3747
Strategic Family Wealth Counselors
New Jersey
$4.3M
WC
3748
Westhampton Capital
North Carolina
$4.3M
CCWM
3749
Correct Capital Wealth Management
Missouri
$4.29M
MWM
3750
Mascagni Wealth Management
Mississippi
$4.28M