MSFT icon

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
WMWM
4976
Wilkins Miller Wealth Management
Alabama
$1.16M
BWG
4977
Balanced Wealth Group
Ohio
$1.16M
JWS
4978
Juncture Wealth Strategies
Arizona
$1.16M
GOCP
4979
Great Oak Capital Partners
Massachusetts
$1.16M
LFA
4980
Lauterbach Financial Advisors
Texas
$1.16M
PA
4981
Persium Advisors
Georgia
$1.15M
SG
4982
Stanich Group
New York
$1.15M
TWA
4983
Trellis Wealth Advisors
California
$1.15M
MC
4984
McMorgan & Co
California
$1.15M
MWM
4985
McMill Wealth Management
Nebraska
$1.15M
JF
4986
Joule Financial
Kentucky
$1.15M
AIA
4987
Alternative Investment Advisors
Florida
$1.15M
GC
4988
Giverny Capital
Quebec, Canada
$1.15M
HVCM
4989
Hel Ved Capital Management
Hong Kong
$1.14M
MPCG
4990
Matrix Private Capital Group
New York
$1.14M
RTC
4991
Real Talk Capital
Tennessee
$1.14M
ACH
4992
ArrowMark Colorado Holdings
Colorado
$1.14M
BWP
4993
BlueStem Wealth Partners
Minnesota
$1.14M
TWG
4994
The Wealth Group
Minnesota
$1.14M
WFA
4995
Websterrogers Financial Advisors
South Carolina
$1.13M
CCP
4996
Carmel Capital Partners
California
$1.13M
WAG
4997
Wheelhouse Advisory Group
Missouri
$1.13M
PFA
4998
Presper Financial Architects
Ohio
$1.13M
KCM
4999
Kendall Capital Management
Maryland
$1.12M
DWMS
5000
Dominguez Wealth Management Solutions
Virginia
$1.12M