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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
MAM
4176
MMA Asset Management
Pennsylvania
$2.97M
WF
4177
WinCap Financial
Massachusetts
$2.97M
AFA
4178
Antonelli Financial Advisors
Michigan
$2.97M
PWA
4179
PCG Wealth Advisors
Kansas
$2.96M
CP
4180
Creekside Partners
California
$2.96M
PWA
4181
Prairie Wealth Advisors
Nebraska
$2.95M
LF
4182
Lighthouse Financial
Florida
$2.95M
CWA
4183
CogentBlue Wealth Advisors
Tennessee
$2.95M
IWP
4184
Innova Wealth Partners
Pennsylvania
$2.94M
GWAG
4185
Garrett Wealth Advisory Group
Texas
$2.94M
ACM
4186
Ascent Capital Management
Oregon
$2.94M
GFA
4187
Gallagher Fiduciary Advisors
Illinois
$2.94M
HC
4188
Hara Capital
Washington
$2.94M
PBO
4189
Peoples Bank (Ohio)
Ohio
$2.94M
MPW
4190
Magnolia Private Wealth
Pennsylvania
$2.93M
ADBIC
4191
A.D. Beadell Investment Counsel
Wisconsin
$2.93M
CWA
4192
Cura Wealth Advisors
Illinois
$2.93M
YWS
4193
Yarger Wealth Strategies
Ohio
$2.93M
RA
4194
Ruggaard & Associates
Ohio
$2.93M
PG
4195
Prostatis Group
Maryland
$2.93M
PFM
4196
Potomac Fund Management
Florida
$2.92M
SP
4197
Sequent Planning
Nebraska
$2.92M
IP
4198
Integras Partners
Georgia
$2.92M
BW
4199
Blalock Williams
Alabama
$2.92M
JWWM
4200
Johnson & White Wealth Management
Pennsylvania
$2.9M