MSFT icon

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
MSWMA
4226
Market Street Wealth Management Advisors
Indiana
$2.75M
CAGAS
4227
Capital Advisory Group Advisory Services
Minnesota
$2.75M
SA
4228
SRH Advisors
Kansas
$2.75M
RP
4229
Riverwater Partners
Wisconsin
$2.75M
RWMH
4230
Riverpoint Wealth Management Holdings
Illinois
$2.74M
PP
4231
PrairieView Partners
Minnesota
$2.74M
BBW
4232
Blue Barn Wealth
Utah
$2.74M
CFC
4233
Coyle Financial Counsel
Illinois
$2.74M
SC
4234
Saiph Capital
New Jersey
$2.74M
CMANY
4235
Capital Management Associates (New York)
New York
$2.74M
SAM
4236
Strive Asset Management
Ohio
$2.73M
TFA
4237
Tobias Financial Advisors
Florida
$2.72M
HIG
4238
Heritage Investment Group
Florida
$2.72M
SGWM
4239
Sterling Group Wealth Management
California
$2.72M
FFM
4240
Flagstone Financial Management
Nebraska
$2.72M
FI
4241
Fosun International
China
$2.71M
EMAM
4242
Encompass More Asset Management
California
$2.71M
PWM
4243
Palacios Wealth Management
Florida
$2.71M
PIA
4244
Prakash Investment Advisors
Massachusetts
$2.7M
GIM
4245
Groesbeck Investment Management
New Jersey
$2.69M
RCI
4246
RS Crum Inc
California
$2.69M
GCWM
4247
Guided Capital Wealth Management
Texas
$2.69M
VEA
4248
Virtus ETF Advisers
New York
$2.69M
SHF
4249
Safe Harbor Fiduciary
Florida
$2.68M
SI
4250
Stonekeep Investments
New Mexico
$2.68M