MSFT icon

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
EWM
3776
Evergreen Wealth Management
Michigan
$4.25M
MDSL
3777
M.D. Sass LLC
New York
$4.25M
AA
3778
Acorns Advisers
California
$4.24M
PWM
3779
Partnership Wealth Management
Maryland
$4.24M
TCM
3780
TD Capital Management
Tennessee
$4.23M
EIP
3781
Ellis Investment Partners
Pennsylvania
$4.22M
BFA
3782
Brendel Financial Advisors
New Hampshire
$4.21M
CMP
3783
Coston McIsaac & Partners
Maine
$4.21M
HPC
3784
Hobart Private Capital
North Carolina
$4.21M
DF
3785
Dunhill Financial
United Kingdom
$4.21M
GSIS
3786
Global Strategic Investment Solutions
Arizona
$4.2M
OLA
3787
Oliver Luxxe Assets
New Jersey
$4.2M
MCI
3788
MRP Capital Investments
Georgia
$4.2M
IA
3789
IAM Advisory
Pennsylvania
$4.2M
WH
3790
Willner & Heller
California
$4.19M
ITB
3791
Idaho Trust Bank
Idaho
$4.19M
WA
3792
Whipplewood Advisors
Colorado
$4.18M
OA
3793
Operose Advisors
Wisconsin
$4.18M
AF
3794
Aldebaran Financial
$4.17M
HCG
3795
Haven Capital Group
California
$4.17M
FDDB
3796
Fidelity D&D Bancorp
Pennsylvania
$4.17M
BIM
3797
Bullseye Investment Management
Ohio
$4.17M
TLCM
3798
Twin Lakes Capital Management
California
$4.17M
SFG
3799
Sunburst Financial Group
Alabama
$4.17M
IFS
3800
Ifrah Financial Services
Arkansas
$4.17M