MSFT icon

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
SHFP
4801
Second Half Financial Partners
Florida
$1.47M
FH
4802
Financial Harvest
Florida
$1.46M
BW
4803
BostonPremier Wealth
Massachusetts
$1.46M
LIA
4804
LifePlan Investment Advisors
North Carolina
$1.46M
2WWM
4805
21 West Wealth Management
California
$1.46M
KFP
4806
Keener Financial Planning
Texas
$1.46M
CB
4807
Chris Bulman
California
$1.46M
FCC
4808
Flower City Capital
New York
$1.46M
2L
4809
25 LLC
Missouri
$1.46M
MS
4810
Mizuho Securities
Japan
$1.45M
VWM
4811
Verus Wealth Management
Wisconsin
$1.45M
AFP
4812
Alpha Financial Partners
Kentucky
$1.45M
SCB
4813
Saudi Central Bank
Saudi Arabia
$1.44M
BIA
4814
BHK Investment Advisors
Alabama
$1.44M
EFN
4815
Equita Financial Network
Pennsylvania
$1.44M
BF
4816
Blankinship & Foster
California
$1.43M
NIA
4817
NBZ Investment Advisors
Tennessee
$1.43M
SWM
4818
Seaside Wealth Management
California
$1.43M
AGA
4819
Arkos Global Advisors
Texas
$1.42M
PD
4820
Planning Directions
Pennsylvania
$1.42M
MSRI
4821
Michael S. Ryan Inc
New York
$1.42M
MFA
4822
Morling Financial Advisors
California
$1.42M
ODFS
4823
O'Donnell Financial Services
California
$1.42M
BA
4824
Brightwater Advisory
Florida
$1.42M
CP
4825
Camelot Portfolios
Ohio
$1.42M