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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
SWA
4726
Sightline Wealth Advisors
Connecticut
$1.66M
VCWA
4727
Vanguard Capital Wealth Advisors
Colorado
$1.65M
HB
4728
Horizon Bancorp
Indiana
$1.65M
FFG
4729
Fortress Financial Group
Minnesota
$1.65M
O3W
4730
Omni 360 Wealth
New Jersey
$1.64M
SIC
4731
Sage Investment Counsel
Tennessee
$1.64M
AWP
4732
Avid Wealth Partners
Texas
$1.64M
PSA
4733
Plum Street Advisors
Louisiana
$1.64M
KCIC
4734
Kuhn & Co Investment Counsel
Illinois
$1.63M
PP
4735
Paloma Partners
Connecticut
$1.63M
PF
4736
Parker Financial
Washington
$1.63M
WAM
4737
Wakefield Asset Management
Colorado
$1.62M
WCM
4738
Wallace Capital Management
Texas
$1.62M
MI
4739
Motiv8 Investments
Florida
$1.62M
GPW
4740
Gray Private Wealth
Massachusetts
$1.62M
WH
4741
Wallace Hart
Kentucky
$1.62M
AI
4742
ArchPoint Investors
Florida
$1.61M
OPOWM
4743
One Plus One Wealth Management
Florida
$1.61M
SSIM
4744
Sheets Smith Investment Management
Texas
$1.61M
BAMG
4745
Brand Asset Management Group
Missouri
$1.61M
BMC
4746
Bear Mountain Capital
Washington
$1.61M
SGC
4747
Slocum, Gordon & Co
Rhode Island
$1.61M
LFA
4748
LGT Financial Advisors
Texas
$1.61M
IWA
4749
Integrity Wealth Advisors
California
$1.61M
GFL
4750
Granite FO LLC
New Hampshire
$1.61M