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
SWGC
3801
Summit Wealth Group (Colorado)
Colorado
$4.16M
SSCM
3802
Spectrum Strategic Capital Management
Oregon
$4.16M
T
3803
Tableaux
Massachusetts
$4.16M
AR
3804
Apeiron RIA
Texas
$4.16M
DF
3805
DecisionPoint Financial
Arizona
$4.15M
FNC
3806
First National Corp
Massachusetts
$4.15M
GIM
3807
Guardian Investment Management
California
$4.15M
MQWP
3808
Morey & Quinn Wealth Partners
Nebraska
$4.15M
PFWA
3809
Paces Ferry Wealth Advisors
Georgia
$4.15M
SIC
3810
Sterling Investment Counsel
New York
$4.15M
EMC
3811
Everest Management Corp
California
$4.14M
PAS
3812
PKS Advisory Services
New York
$4.14M
OWP
3813
ORG Wealth Partners
Texas
$4.14M
HHGA
3814
Halbert Hargrove Global Advisors
California
$4.14M
DWM
3815
Darwin Wealth Management
Florida
$4.14M
WKSWA
3816
White Knight Strategic Wealth Advisors
New Jersey
$4.14M
JWM
3817
Jessup Wealth Management
Ohio
$4.13M
FA
3818
Fedenia Advisers
Wisconsin
$4.13M
LIA
3819
LSP Investment Advisors
New York
$4.12M
RIM
3820
Rockbridge Investment Management
New York
$4.12M
EAM
3821
Exane Asset Management
France
$4.11M
FC
3822
FCA Corp
Texas
$4.11M
CCA
3823
Cora Capital Advisors
New Jersey
$4.1M
VWA
3824
VERITY Wealth Advisors
United States
$4.09M
TA
3825
TPG Advisors
Illinois
$4.09M