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Microsoft

5,730 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, 2,532 increasing their positions, 2,583 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: 5,6925,730 (+38)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,583

Holders
5,730
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
BC
4926
BIT Capital
Germany
$1.24M
KNFPWM
4927
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.24M
TFA
4928
TPG Financial Advisors
Oregon
$1.23M
FLFS
4929
Family Legacy Financial Solutions
North Carolina
$1.23M
BF
4930
Brooklyn FI
New York
$1.23M
W
4931
WorthPointe
California
$1.23M
LAS
4932
Lloyd Advisory Services
Georgia
$1.23M
KV
4933
Kickstand Ventures
New York
$1.23M
VFG
4934
V2 Financial group
Illinois
$1.23M
HIM
4935
Hanlon Investment Management
New Jersey
$1.23M
SIMG
4936
Stephens Investment Management Group
Texas
$1.23M
IWP
4937
Insight Wealth Partners
Texas
$1.23M
PWM
4938
Provident Wealth Management
Tennessee
$1.23M
TC
4939
TAGStone Capital
North Carolina
$1.22M
SA
4940
Stewardship Advisors
Pennsylvania
$1.22M
AWM
4941
Avaii Wealth Management
Wisconsin
$1.22M
CCA
4942
Covey Capital Advisors
Georgia
$1.22M
CIA
4943
Caerus Investment Advisors
Texas
$1.22M
SWP
4944
ShoreHaven Wealth Partners
New Jersey
$1.22M
TFO
4945
Timonier Family Office
North Carolina
$1.21M
HIGP
4946
Hill Investment Group Partners
Missouri
$1.21M
JC
4947
Jentner Corp
Ohio
$1.21M
ATC
4948
Advantage Trust Company
Kansas
$1.21M
FA
4949
Fortis Advisors
Pennsylvania
$1.21M
APW
4950
Axim Planning & Wealth
Ohio
$1.21M