MSFT icon

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
WA
3776
Whipplewood Advisors
Colorado
$4.18M
OA
3777
Operose Advisors
Wisconsin
$4.18M
AF
3778
Aldebaran Financial
$4.17M
HCG
3779
Haven Capital Group
California
$4.17M
FDDB
3780
Fidelity D&D Bancorp
Pennsylvania
$4.17M
BIM
3781
Bullseye Investment Management
Ohio
$4.17M
TLCM
3782
Twin Lakes Capital Management
California
$4.17M
SFG
3783
Sunburst Financial Group
Alabama
$4.17M
IFS
3784
Ifrah Financial Services
Arkansas
$4.17M
SWGC
3785
Summit Wealth Group (Colorado)
Colorado
$4.16M
SSCM
3786
Spectrum Strategic Capital Management
Oregon
$4.16M
AR
3787
Apeiron RIA
Texas
$4.16M
DF
3788
DecisionPoint Financial
Arizona
$4.15M
FNC
3789
First National Corp
Massachusetts
$4.15M
GIM
3790
Guardian Investment Management
California
$4.15M
MQWP
3791
Morey & Quinn Wealth Partners
Nebraska
$4.15M
PFWA
3792
Paces Ferry Wealth Advisors
Georgia
$4.15M
SIC
3793
Sterling Investment Counsel
New York
$4.15M
EMC
3794
Everest Management Corp
California
$4.14M
PAS
3795
PKS Advisory Services
New York
$4.14M
OWP
3796
ORG Wealth Partners
Texas
$4.14M
HHGA
3797
Halbert Hargrove Global Advisors
California
$4.14M
DWM
3798
Darwin Wealth Management
Florida
$4.14M
WKSWA
3799
White Knight Strategic Wealth Advisors
New Jersey
$4.14M
JWM
3800
Jessup Wealth Management
Ohio
$4.13M