MSFT icon

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
TWM
4876
Tumwater Wealth Management
Idaho
$1.39M
T
4877
Tidemark
California
$1.39M
PIA
4878
Pollock Investment Advisors
Michigan
$1.38M
KWA
4879
Kondo Wealth Advisors
California
$1.38M
SRCM
4880
Signature Resources Capital Management
California
$1.38M
WA
4881
Waterford Advisors
New York
$1.38M
MLRA
4882
Main Line Retirement Advisors
Montana
$1.38M
NF
4883
NavPoint Financial
Minnesota
$1.38M
JPLA
4884
Joseph P. Lucia & Associates
New York
$1.38M
SF
4885
Seros Financial
Arizona
$1.37M
SFP
4886
SwitchPoint Financial Planning
Utah
$1.37M
IFA
4887
Independence Financial Advisors
New Hampshire
$1.37M
OS
4888
Objectivity Squared
South Carolina
$1.37M
ACM
4889
Andina Capital Management
Utah
$1.37M
RMF
4890
Red Mountain Financial
Colorado
$1.36M
AWM
4891
Act Wealth Management
Texas
$1.36M
SI
4892
Severin Investments
Missouri
$1.36M
DC
4893
Defender Capital
North Carolina
$1.36M
BF
4894
Bonfire Financial
Colorado
$1.36M
WAM
4895
Winslow Asset Management
Ohio
$1.36M
GCIA
4896
Gabelli & Co Investment Advisers
New York
$1.35M
RWRC
4897
R.W. Roge & Company
New York
$1.35M
EP
4898
EPIQ Partners
Minnesota
$1.35M
LGW
4899
Leslie Global Wealth
Illinois
$1.35M
CCA
4900
Conestoga Capital Advisors
Pennsylvania
$1.35M