MSFT icon

Microsoft

5,729 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, 2,582 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: 5,6925,729 (+37)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,582

Holders
5,729
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
JWS
4976
Juncture Wealth Strategies
Arizona
$1.16M
GOCP
4977
Great Oak Capital Partners
Massachusetts
$1.16M
LFA
4978
Lauterbach Financial Advisors
Texas
$1.16M
PA
4979
Persium Advisors
Georgia
$1.15M
SG
4980
Stanich Group
New York
$1.15M
TWA
4981
Trellis Wealth Advisors
California
$1.15M
MC
4982
McMorgan & Co
California
$1.15M
MWM
4983
McMill Wealth Management
Nebraska
$1.15M
JF
4984
Joule Financial
Kentucky
$1.15M
AIA
4985
Alternative Investment Advisors
Florida
$1.15M
GC
4986
Giverny Capital
Quebec, Canada
$1.15M
HVCM
4987
Hel Ved Capital Management
Hong Kong
$1.14M
MPCG
4988
Matrix Private Capital Group
New York
$1.14M
RTC
4989
Real Talk Capital
Tennessee
$1.14M
ACH
4990
ArrowMark Colorado Holdings
Colorado
$1.14M
BWP
4991
BlueStem Wealth Partners
Minnesota
$1.14M
TWG
4992
The Wealth Group
Minnesota
$1.14M
WFA
4993
Websterrogers Financial Advisors
South Carolina
$1.13M
CCP
4994
Carmel Capital Partners
California
$1.13M
WAG
4995
Wheelhouse Advisory Group
Missouri
$1.13M
PFA
4996
Presper Financial Architects
Ohio
$1.13M
KCM
4997
Kendall Capital Management
Maryland
$1.12M
DWMS
4998
Dominguez Wealth Management Solutions
Virginia
$1.12M
RRWA
4999
Rainey & Randall Wealth Advisors
Florida
$1.12M
AL
5000
Arnhold LLC
New York
$1.12M