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Microsoft

5,734 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, 2,585 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: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
GC
4751
Gibson Capital
Pennsylvania
$1.55M
SP
4752
SWS Partners
Ohio
$1.55M
IW
4753
Instrumental Wealth
Florida
$1.55M
MWM
4754
MBE Wealth Management
Wisconsin
$1.55M
HAS
4755
Holland Advisory Services
Florida
$1.55M
HHWM
4756
Hiley Hunt Wealth Management
Nebraska
$1.54M
JRCM
4757
Jones Road Capital Management
New York
$1.54M
TWM
4758
Trinity Wealth Management
Pennsylvania
$1.54M
UWM
4759
USAdvisors Wealth Management
Minnesota
$1.54M
AWM
4760
Alterna Wealth Management
Texas
$1.54M
FPW
4761
Flywheel Private Wealth
California
$1.52M
BI
4762
Bramshill Investments
Florida
$1.52M
WAN
4763
Wealth Advisors Northwest
Oregon
$1.52M
CSI
4764
Clark & Stuart Inc
Maine
$1.52M
SIC
4765
Schwartz Investment Counsel
Michigan
$1.51M
HWM
4766
Hobbs Wealth Management
Indiana
$1.51M
HHRDM
4767
H&H Retirement Design & Management
Nevada
$1.51M
CAP
4768
Columbia Advisory Partners
Washington
$1.51M
KTM
4769
Keeler Thomas Management
Utah
$1.5M
SCM
4770
Spring Capital Management
Texas
$1.5M
BSTWA
4771
Blake Schutter Theil Wealth Advisors
Ohio
$1.5M
HCP
4772
Hardin Capital Partners
South Carolina
$1.5M
KL
4773
KilterHowling LLC
Colorado
$1.5M
POIA
4774
Pin Oak Investment Advisors
Texas
$1.5M
IPW
4775
Intergy Private Wealth
Colorado
$1.5M