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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
VFP
4676
Verus Financial Partners
Virginia
$1.69M
C
4677
Covestor
United Kingdom
$1.69M
CIS
4678
Continental Investors Services
Washington
$1.68M
NC
4679
North Capital
Utah
$1.68M
FWA
4680
FORM Wealth Advisors
Wisconsin
$1.68M
VWWMG
4681
Vermillion & White Wealth Management Group
Pennsylvania
$1.68M
BCG
4682
Bravias Capital Group
New Jersey
$1.68M
MSWA
4683
Marshall & Sterling Wealth Advisors
New York
$1.67M
WFS
4684
WealthGarden F.S.
California
$1.67M
DM
4685
Diker Management
New York
$1.67M
ST
4686
Sageworth Trust
Pennsylvania
$1.67M
SHWM
4687
Smith & Howard Wealth Management
Georgia
$1.67M
OIS
4688
OneAscent Investment Solutions
Alabama
$1.67M
AA
4689
Aufman Associates
Pennsylvania
$1.67M
CIC
4690
Cornercap Investment Counsel
Georgia
$1.66M
RFA
4691
Reyes Financial Architecture
California
$1.66M
MS
4692
Maven Securities
Jersey
$1.66M
OFP
4693
OFC Financial Planning
New Jersey
$1.66M
MFA
4694
McClarren Financial Advisors
Pennsylvania
$1.66M
RFG
4695
Range Financial Group
Oregon
$1.66M
SWA
4696
Sightline Wealth Advisors
Connecticut
$1.66M
VCWA
4697
Vanguard Capital Wealth Advisors
Colorado
$1.65M
HB
4698
Horizon Bancorp
Indiana
$1.65M
FFG
4699
Fortress Financial Group
Minnesota
$1.65M
O3W
4700
Omni 360 Wealth
New Jersey
$1.64M