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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
KFSC
4576
Keystone Financial Services (Colorado)
Colorado
$1.91M
CWD
4577
Clarity Wealth Development
Oregon
$1.91M
VH
4578
Visionary Horizons
Tennessee
$1.91M
VIM
4579
Vista Investment Management
Pennsylvania
$1.91M
JCFM
4580
JBR Co Financial Management
Oklahoma
$1.9M
GWM
4581
Greenhouse Wealth Management
Connecticut
$1.9M
RSWA
4582
Robinson Smith Wealth Advisors
Maine
$1.9M
YWM
4583
Yoder Wealth Management
California
$1.89M
BA
4584
BIP Alliance
Georgia
$1.89M
FNWA
4585
Financial Network Wealth Advisors
Utah
$1.89M
FWA
4586
FSC Wealth Advisors
New York
$1.88M
MCIA
4587
Mountain Capital Investment Advisors
Colorado
$1.88M
SWAG
4588
Spectrum Wealth Advisory Group
California
$1.88M
GFP
4589
Guardian Financial Partners
California
$1.88M
TIAM2
4590
Tru Independence Asset Management 2
Oregon
$1.87M
ICMM
4591
Integrated Capital Management (Michigan)
Michigan
$1.87M
CWMG
4592
Compass Wealth Management (Georgia)
Georgia
$1.87M
KI
4593
Kapitalo Investimentos
Brazil
$1.87M
IIA
4594
Integrity Investment Advisors
Colorado
$1.86M
BWL
4595
Basepoint Wealth LLC
Iowa
$1.86M
FWP
4596
Fiduciary Wealth Partners
Massachusetts
$1.86M
AWP
4597
Astra Wealth Partners
New Jersey
$1.86M
PGWM
4598
Pitti Group Wealth Management
New York
$1.85M
NFP
4599
Narus Financial Partners
Utah
$1.85M
HWM
4600
HighMark Wealth Management
Minnesota
$1.85M