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Microsoft

5,736 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,532 increasing their positions, 2,587 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
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
VPF
4551
Vantage Point Financial
Illinois
$1.98M
SPI
4552
Santori & Peters Inc
Pennsylvania
$1.97M
BC
4553
Brio Consultants
California
$1.96M
BWM
4554
Blossom Wealth Management
California
$1.96M
BGA
4555
Battery Global Advisors
Massachusetts
$1.96M
WA
4556
Westfuller Advisors
New York
$1.96M
DWM
4557
Defined Wealth Management
Oregon
$1.96M
CCA
4558
Cadent Capital Advisors
Oklahoma
$1.95M
CWM
4559
Centricity Wealth Management
Ohio
$1.95M
WMN
4560
Wealth Management Nebraska
Nebraska
$1.95M
ACM
4561
Armbruster Capital Management
New York
$1.95M
RA
4562
Rodgers & Associates
Pennsylvania
$1.95M
BWP
4563
Bernardo Wealth Planning
Pennsylvania
$1.95M
SW
4564
SMART Wealth
Nebraska
$1.95M
CCMI
4565
Creative Capital Management Investments
California
$1.95M
PWP
4566
Parkwoods Wealth Partners
New York
$1.94M
AAM
4567
Austin Asset Management
Texas
$1.94M
PIM
4568
Profit Investment Management
Maryland
$1.94M
PWMG
4569
Private Wealth Management Group
New Jersey
$1.93M
PAG
4570
Paladin Advisory Group
Iowa
$1.93M
TCGDR
4571
TB Capital Gestao de Recursos
$1.93M
VBWMG
4572
Von Berge Wealth Management Group
California
$1.93M
WCM
4573
Winebrenner Capital Management
Kentucky
$1.93M
ACP
4574
Arcus Capital Partners
Georgia
$1.92M
CWMP
4575
Clarion Wealth Managment Partners
Virginia
$1.92M