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Microsoft

5,735 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, 2,586 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: 5,6925,735 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,586

Holders
5,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,108
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
HWM
4601
HighMark Wealth Management
Minnesota
$1.85M
GSWA
4602
Good Steward Wealth Advisors
Tennessee
$1.85M
SCP
4603
Stevens Capital Partners
Nebraska
$1.85M
YCG
4604
Yeomans Consulting Group
Georgia
$1.84M
SWMG
4605
Sard Wealth Management Group
Georgia
$1.84M
AFA
4606
Avant Financial Advisors
Texas
$1.84M
SFM
4607
Systematic Financial Management
New Jersey
$1.83M
FWMM
4608
Foundation Wealth Management (Missouri)
Missouri
$1.83M
PP
4609
Pingora Partners
Wyoming
$1.83M
NFGCM
4610
Norman Fields Gottscho Capital Management
New York
$1.82M
DPI
4611
Diversified Portfolios Inc
Michigan
$1.82M
SCM
4612
Saxony Capital Management
Missouri
$1.82M
ZC
4613
Zeit Capital
Colorado
$1.82M
OWM
4614
OneAscent Wealth Management
Alabama
$1.82M
BIA
4615
Baer Investment Advisory
California
$1.82M
DWS
4616
Discipline Wealth Solutions
South Carolina
$1.81M
FF
4617
Fortitude Financial
Washington
$1.81M
AIC
4618
Anthracite Investment Company
Texas
$1.81M
EFA
4619
Edge Financial Advisors
Illinois
$1.81M
ONGA
4620
O'Neil Global Advisors
California
$1.8M
CFGA
4621
Cambridge Financial Group (Arizona)
Arizona
$1.8M
PIA
4622
Panoramic Investment Advisors
Colorado
$1.8M
FA
4623
FSA Advisors
Michigan
$1.8M
DMBA
4624
Deseret Mutual Benefit Administrators
Utah
$1.8M
CCA
4625
Coign Capital Advisors
Utah
$1.8M