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
APW
4951
Axim Planning & Wealth
Ohio
$1.21M
AWM
4952
AAF Wealth Management
Massachusetts
$1.2M
RPGNY
4953
Retirement Planning Group (New York)
New York
$1.2M
HWA
4954
HMV Wealth Advisors
Louisiana
$1.2M
CCMW
4955
Cypress Capital Management (Wyoming)
Wyoming
$1.2M
MWP
4956
Meredith Wealth Planning
Illinois
$1.2M
CFG
4957
CMC Financial Group
Georgia
$1.2M
OGF
4958
Orin Green Financial
California
$1.19M
RFG
4959
REAP Financial Group
Texas
$1.19M
Q
4960
QVR
California
$1.19M
SS
4961
Sound Stewardship
Kansas
$1.19M
WFL
4962
Wealth Forward LLC
North Dakota
$1.19M
AFIA
4963
America First Investment Advisors
Nebraska
$1.19M
CWMA
4964
Capstone Wealth Management (Alabama)
Alabama
$1.19M
WFP
4965
Wrenne Financial Planning
Kentucky
$1.18M
DC
4966
Dahring Cusmano
Michigan
$1.17M
TLFA
4967
True Link Financial Advisors
California
$1.17M
AWA
4968
AmeriServ Wealth Advisors
Pennsylvania
$1.17M
FFS
4969
Fortress Financial Solutions
Arizona
$1.17M
WA
4970
Wealthstar Advisors
Texas
$1.17M
RFO
4971
RiverGlades Family Offices
Florida
$1.16M
NFA
4972
Northwest Financial Advisors
Virginia
$1.16M
GK
4973
Graney & King
New York
$1.16M
LWM
4974
Lighthouse Wealth Management
Ohio
$1.16M
WMWM
4975
Wilkins Miller Wealth Management
Alabama
$1.16M