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
WCM
4601
Winebrenner Capital Management
Kentucky
$1.93M
ACP
4602
Arcus Capital Partners
Georgia
$1.92M
CWMP
4603
Clarion Wealth Managment Partners
Virginia
$1.92M
SA
4604
SPG Advisors
Washington
$1.92M
SA
4605
Sage Advisors
Colorado
$1.92M
KFSC
4606
Keystone Financial Services (Colorado)
Colorado
$1.91M
CWD
4607
Clarity Wealth Development
Oregon
$1.91M
VH
4608
Visionary Horizons
Tennessee
$1.91M
VIM
4609
Vista Investment Management
Pennsylvania
$1.91M
JCFM
4610
JBR Co Financial Management
Oklahoma
$1.9M
GWM
4611
Greenhouse Wealth Management
Connecticut
$1.9M
RSWA
4612
Robinson Smith Wealth Advisors
Maine
$1.9M
YWM
4613
Yoder Wealth Management
California
$1.89M
BA
4614
BIP Alliance
Georgia
$1.89M
FNWA
4615
Financial Network Wealth Advisors
Utah
$1.89M
FWA
4616
FSC Wealth Advisors
New York
$1.88M
MCIA
4617
Mountain Capital Investment Advisors
Colorado
$1.88M
SWAG
4618
Spectrum Wealth Advisory Group
California
$1.88M
GFP
4619
Guardian Financial Partners
California
$1.88M
TIAM2
4620
Tru Independence Asset Management 2
Oregon
$1.87M
ICMM
4621
Integrated Capital Management (Michigan)
Michigan
$1.87M
CWMG
4622
Compass Wealth Management (Georgia)
Georgia
$1.87M
KI
4623
Kapitalo Investimentos
Brazil
$1.87M
IIA
4624
Integrity Investment Advisors
Colorado
$1.86M
BW
4625
Basepoint Wealth
Iowa
$1.86M