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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
PPWM
4251
Perissos Private Wealth Management
Oklahoma
$2.68M
SWIG
4252
Strategic Wealth Investment Group
Kentucky
$2.68M
PRI
4253
Prepared Retirement Institute
Pennsylvania
$2.68M
SFPG
4254
Stonebridge Financial Planning Group
Florida
$2.68M
MWC
4255
MBM Wealth Consultants
Missouri
$2.68M
MWA
4256
MN Wealth Advisors
Kansas
$2.67M
HFS
4257
Hoge Financial Services
Pennsylvania
$2.67M
TA
4258
TrueWealth Advisors
Alabama
$2.67M
SFC
4259
Strategic Financial Concepts
Texas
$2.66M
TPWM
4260
Twelve Points Wealth Management
Massachusetts
$2.65M
MWM
4261
MFG Wealth Management
Indiana
$2.65M
MSWM
4262
Mowery & Schoenfeld Wealth Management
Illinois
$2.64M
CPA
4263
Cathy Pareto & Associates
Florida
$2.63M
MCM
4264
Mainstream Capital Management
California
$2.63M
GWWM
4265
Great Waters Wealth Management
Minnesota
$2.63M
DI
4266
Disciplined Investors
Texas
$2.62M
TCM
4267
TruNorth Capital Management
Michigan
$2.62M
AWM
4268
Accredited Wealth Management
Kentucky
$2.62M
TWM
4269
Tolleson Wealth Management
Texas
$2.62M
WMWM
4270
Whitaker-Myers Wealth Managers
Ohio
$2.62M
ACA
4271
Ascension Capital Advisors
Texas
$2.61M
SM
4272
Samjo Management
New York
$2.61M
IA
4273
IMZ Advisory
Florida
$2.61M
EWM
4274
Endowment Wealth Management
Wisconsin
$2.6M
JWM
4275
Jacksonville Wealth Management
Florida
$2.6M