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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
FWP
4626
Fiduciary Wealth Partners
Massachusetts
$1.86M
AWP
4627
Astra Wealth Partners
New Jersey
$1.86M
PGWM
4628
Pitti Group Wealth Management
New York
$1.85M
NFP
4629
Narus Financial Partners
Utah
$1.85M
HWM
4630
HighMark Wealth Management
Minnesota
$1.85M
GSWA
4631
Good Steward Wealth Advisors
Tennessee
$1.85M
SCP
4632
Stevens Capital Partners
Nebraska
$1.85M
YCG
4633
Yeomans Consulting Group
Georgia
$1.84M
SWMG
4634
Sard Wealth Management Group
Georgia
$1.84M
AFA
4635
Avant Financial Advisors
Texas
$1.84M
SFM
4636
Systematic Financial Management
New Jersey
$1.83M
FWMM
4637
Foundation Wealth Management (Missouri)
Missouri
$1.83M
PP
4638
Pingora Partners
Wyoming
$1.83M
NFGCM
4639
Norman Fields Gottscho Capital Management
New York
$1.82M
DPI
4640
Diversified Portfolios Inc
Michigan
$1.82M
SCM
4641
Saxony Capital Management
Missouri
$1.82M
ZC
4642
Zeit Capital
Colorado
$1.82M
OWM
4643
OneAscent Wealth Management
Alabama
$1.82M
BIA
4644
Baer Investment Advisory
California
$1.82M
DWS
4645
Discipline Wealth Solutions
South Carolina
$1.81M
FF
4646
Fortitude Financial
Washington
$1.81M
AIC
4647
Anthracite Investment Company
Texas
$1.81M
EFA
4648
Edge Financial Advisors
Illinois
$1.81M
ONGA
4649
O'Neil Global Advisors
California
$1.8M
CFGA
4650
Cambridge Financial Group (Arizona)
Arizona
$1.8M