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Microsoft

5,734 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, 2,585 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:

1.56% more ownership

Funds ownership: 70.77%72.33% (+1.6%)

1% more funds holding

Funds holding: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
MLFP
3901
MPS Loria Financial Planners
Illinois
$3.71M
LWM
3902
LeConte Wealth Management
Tennessee
$3.71M
WIM
3903
Warwick Investment Management
Texas
$3.7M
MMCM
3904
Murphy & Mullick Capital Management
New York
$3.7M
SIC
3905
SJS Investment Consulting
Ohio
$3.7M
GCA
3906
Genesee Capital Advisors
New York
$3.7M
OPWM
3907
Oakwell Private Wealth Management
Texas
$3.69M
SPWG
3908
Sage Private Wealth Group
Illinois
$3.69M
SB
3909
Sunflower Bank
Texas
$3.68M
NCM
3910
New Capital Management
Texas
$3.68M
PW
3911
Pandora Wealth
Illinois
$3.67M
MP
3912
Moment Partners
California
$3.67M
MFA
3913
Millington Financial Advisors
Illinois
$3.67M
AFA
3914
AllGen Financial Advisors
Florida
$3.67M
BWM
3915
BankPlus Wealth Management
Mississippi
$3.66M
SFS
3916
Symphony Financial Services
Ohio
$3.66M
HFA
3917
High Falls Advisors
New York
$3.66M
BRWM
3918
Blue Rock Wealth Management
North Carolina
$3.65M
HKIMG
3919
Hutchens & Kramer Investment Management Group
Indiana
$3.64M
TA
3920
Tactive Advisors
Florida
$3.64M
RIS
3921
Richmond Investment Services
Wisconsin
$3.63M
PFA
3922
Pettinga Financial Advisors
Indiana
$3.62M
WIM
3923
Waycross Investment Management
Washington
$3.62M
CWM
3924
Cranbrook Wealth Management
Michigan
$3.61M
FNBSF
3925
First National Bank Sioux Falls
South Dakota
$3.61M