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