MSFT icon

Microsoft

5,732 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, 2,584 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: 5,6925,732 (+40)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,584

Holders
5,732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,106
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
WWM
4426
Whalen Wealth Management
Nevada
$2.24M
CGF
4427
Constant Guidance Financial
Massachusetts
$2.23M
CWA
4428
Continuum Wealth Advisors
New York
$2.23M
EP
4429
Essential Planning
New Hampshire
$2.23M
FIA
4430
FNY Investment Advisers
New York
$2.23M
MWA
4431
Muirfield Wealth Advisors
North Carolina
$2.23M
RPA
4432
Rock Point Advisors
Vermont
$2.22M
MCC
4433
Malaga Cove Capital
California
$2.22M
BAM
4434
Bayshore Asset Management
Florida
$2.22M
SFP
4435
Strategic Financial Partners
Oregon
$2.22M
KFS
4436
Kelly Financial Services
Massachusetts
$2.22M
HAM
4437
Hickory Asset Management
Ohio
$2.21M
UOC
4438
UBS O'Connor
Illinois
$2.21M
BFA
4439
Blueprint Financial Advisors
North Carolina
$2.21M
MAM
4440
Marotta Asset Management
Virginia
$2.2M
AWA
4441
Archvest Wealth Advisors
California
$2.2M
AFM
4442
Armstrong Fleming & Moore
District of Columbia
$2.2M
EFG
4443
Elios Financial Group
Ohio
$2.2M
AIP
4444
Alexis Investment Partners
Texas
$2.19M
KSWWM
4445
Keyes Stange & Wooten Wealth Management
Florida
$2.19M
MAG
4446
Mayfair Advisory Group
Alabama
$2.19M
CCA
4447
Cravens & Co Advisors
Tennessee
$2.19M
SO
4448
Sierra Ocean
California
$2.19M
CFIM
4449
Client First Investment Management
Wisconsin
$2.19M
MMEA
4450
Main Management ETF Advisors
California
$2.19M