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
QP
4026
Quartz Partners
New York
$3.35M
KFO
4027
Kopp Family Office
Minnesota
$3.34M
PA
4028
Parkside Advisors
California
$3.34M
PWA
4029
Primoris Wealth Advisors
Florida
$3.34M
NL
4030
Navalign LLC
California
$3.34M
PFA
4031
Professional Financial Advisors
Nebraska
$3.34M
RLH
4032
RD Lewis Holdings
Florida
$3.33M
OCPWS
4033
One Charles Private Wealth Services
Massachusetts
$3.33M
PWS
4034
Precision Wealth Strategies
Missouri
$3.33M
CA
4035
CWC Advisors
Oregon
$3.32M
FSC
4036
Full Sail Capital
Oklahoma
$3.32M
CGH
4037
CMG Global Holdings
Texas
$3.32M
SRSA
4038
S.R. Schill & Associates
Washington
$3.32M
CFG
4039
Carter Financial Group
Illinois
$3.32M
CA
4040
Cortland Associates
Missouri
$3.31M
SWG
4041
Summit Wealth Group
Vermont
$3.31M
SIM
4042
SSI Investment Management
California
$3.3M
W
4043
WealthCollab
Washington
$3.3M
FP
4044
Fiduciary Planning
Florida
$3.3M
RCS
4045
Retirement Capital Strategies
California
$3.29M
CFO
4046
Capitol Family Office
Oregon
$3.29M
BFS
4047
Burkett Financial Services
South Carolina
$3.29M
NEWAS
4048
N.E.W. Advisory Services
Wisconsin
$3.29M
MWPCG
4049
Measured Wealth Private Client Group
New Hampshire
$3.28M
TCPW
4050
Twin City Private Wealth
North Carolina
$3.28M