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
UIA
4326
Ulland Investment Advisors
Minnesota
$2.53M
PAM
4327
Prodigy Asset Management
Nebraska
$2.52M
CWM
4328
CarsonAllaria Wealth Management
Illinois
$2.52M
OPPS
4329
Obsidian Personal Planning Solutions
Maryland
$2.52M
RWM
4330
Rezny Wealth Management
Florida
$2.52M
MAWCM
4331
Mine & Arao Wealth Creation & Management
California
$2.51M
4WM
4332
4J Wealth Management
Virginia
$2.51M
WAM
4333
WealthTrust Asset Management
Florida
$2.51M
NCM
4334
Next Capital Management
New York
$2.51M
VC
4335
Veery Capital
Delaware
$2.5M
MWS
4336
MFA Wealth Services
California
$2.5M
NA
4337
Nautilus Advisors
California
$2.5M
WWA
4338
Wisconsin Wealth Advisors
Wisconsin
$2.49M
CA
4339
Crumly & Associates
Illinois
$2.49M
MFT
4340
Moisand Fitzgerald Tamayo
Florida
$2.49M
OIM
4341
Opus Investment Management
Massachusetts
$2.49M
AT
4342
Avenir Tech
Hong Kong
$2.49M
VIPI
4343
Vista Investment Partners II
Indiana
$2.49M
BAM
4344
Broyhill Asset Management
North Carolina
$2.48M
CWA
4345
CJM Wealth Advisers
Virginia
$2.48M
TF
4346
Tudor Financial
Ohio
$2.48M
CA
4347
Clune & Associates
Illinois
$2.48M
PSF
4348
Pacific Sun Financial
California
$2.48M
AW
4349
Avion Wealth
Texas
$2.48M
PS
4350
Planned Solutions
California
$2.47M