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
FEG
5101
Fund Evaluation Group
Ohio
$951K
WWA
5102
Wingate Wealth Advisors
Massachusetts
$949K
KBG
5103
Kahn Brothers Group
New York
$948K
KSWA
5104
Kathleen S. Wright Associates
Pennsylvania
$947K
SMF
5105
Sterling Manor Financial
New York
$945K
TSS
5106
Thomas Story & Son
Indiana
$943K
FFG
5107
Foundry Financial Group
New Hampshire
$942K
MCM
5108
MontVue Capital Management
Virginia
$940K
DFA
5109
DHK Financial Advisors
New Hampshire
$937K
LIM
5110
Letson Investment Management
Georgia
$937K
T
5111
Transce3nd
Texas
$935K
UFA
5112
Uptown Financial Advisors
Texas
$935K
CWA
5113
Capital Wealth Alliance
Arizona
$934K
ICCON
5114
Investment Counsel Company of Nevada
Nevada
$933K
AWM
5115
Allen Wealth Management
North Carolina
$932K
CCA
5116
Cypress Capital Advisors
Tennessee
$932K
SNWA
5117
Siligmueller & Norvid Wealth Advisors
Illinois
$931K
AAS
5118
AdviceOne Advisory Services
Connecticut
$930K
OBWP
5119
O'Brien Wealth Partners
Massachusetts
$930K
SHF
5120
Stage Harbor Financial
Massachusetts
$929K
CWA
5121
Centerline Wealth Advisors
Kentucky
$929K
BFA
5122
Bluestem Financial Advisors
Illinois
$929K
CPP
5123
Capasso Planning Partners
South Carolina
$925K
CWM
5124
Collaborative Wealth Management
Florida
$924K
WH
5125
Whitcomb & Hess
Ohio
$923K