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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, 2,533 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: 2,533 | 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
MBFW
4926
Morton Brown Family Wealth
Pennsylvania
$1.24M
MFF
4927
Michels Family Financial
Texas
$1.24M
BC
4928
BIT Capital
Germany
$1.24M
KNFPWM
4929
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.24M
TFA
4930
TPG Financial Advisors
Oregon
$1.23M
FLFS
4931
Family Legacy Financial Solutions
North Carolina
$1.23M
BF
4932
Brooklyn FI
New York
$1.23M
W
4933
WorthPointe
California
$1.23M
LAS
4934
Lloyd Advisory Services
Georgia
$1.23M
KV
4935
Kickstand Ventures
New York
$1.23M
VFG
4936
V2 Financial group
Illinois
$1.23M
HIM
4937
Hanlon Investment Management
New Jersey
$1.23M
SIMG
4938
Stephens Investment Management Group
Texas
$1.23M
IWP
4939
Insight Wealth Partners
Texas
$1.23M
PWM
4940
Provident Wealth Management
Tennessee
$1.23M
TC
4941
TAGStone Capital
North Carolina
$1.22M
SA
4942
Stewardship Advisors
Pennsylvania
$1.22M
AWM
4943
Avaii Wealth Management
Wisconsin
$1.22M
CCA
4944
Covey Capital Advisors
Georgia
$1.22M
CIA
4945
Caerus Investment Advisors
Texas
$1.22M
SWP
4946
ShoreHaven Wealth Partners
New Jersey
$1.22M
TFO
4947
Timonier Family Office
North Carolina
$1.21M
HIGP
4948
Hill Investment Group Partners
Missouri
$1.21M
JC
4949
Jentner Corp
Ohio
$1.21M
ATC
4950
Advantage Trust Company
Kansas
$1.21M