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Microsoft

5,733 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 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: 5,6925,733 (+41)

2% less repeat investments, than reductions

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

Holders
5,733
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
MAM
4151
MMA Asset Management
Pennsylvania
$2.97M
WF
4152
WinCap Financial
Massachusetts
$2.97M
AFA
4153
Antonelli Financial Advisors
Michigan
$2.97M
PWA
4154
PCG Wealth Advisors
Kansas
$2.96M
CP
4155
Creekside Partners
California
$2.96M
PWA
4156
Prairie Wealth Advisors
Nebraska
$2.95M
LF
4157
Lighthouse Financial
Florida
$2.95M
CWA
4158
CogentBlue Wealth Advisors
Tennessee
$2.95M
IWP
4159
Innova Wealth Partners
Pennsylvania
$2.94M
GWAG
4160
Garrett Wealth Advisory Group
Texas
$2.94M
ACM
4161
Ascent Capital Management
Oregon
$2.94M
GFA
4162
Gallagher Fiduciary Advisors
Illinois
$2.94M
HC
4163
Hara Capital
Washington
$2.94M
PBO
4164
Peoples Bank (Ohio)
Ohio
$2.94M
MPW
4165
Magnolia Private Wealth
Pennsylvania
$2.93M
ADBIC
4166
A.D. Beadell Investment Counsel
Wisconsin
$2.93M
CWA
4167
Cura Wealth Advisors
Illinois
$2.93M
YWS
4168
Yarger Wealth Strategies
Ohio
$2.93M
RA
4169
Ruggaard & Associates
Ohio
$2.93M
PG
4170
Prostatis Group
Maryland
$2.93M
PFM
4171
Potomac Fund Management
Florida
$2.92M
SP
4172
Sequent Planning
Nebraska
$2.92M
IP
4173
Integras Partners
Georgia
$2.92M
JWWM
4174
Johnson & White Wealth Management
Pennsylvania
$2.9M
PPA
4175
Painted Porch Advisors
California
$2.9M