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
NWM
5126
Napa Wealth Management
California
$921K
CFG
5127
Compton Financial Group
Maryland
$919K
PWM
5128
Parkshore Wealth Management
California
$918K
TFG
5129
Tull Financial Group
Virginia
$918K
PCM
5130
Prospera Capital Management
Arizona
$917K
OFG
5131
Opulen Financial Group
Virginia
$913K
FFP
5132
Forbes Financial Planning
Rhode Island
$913K
TCM
5133
TT Capital Management
California
$912K
DW
5134
Dodds Wealth
Colorado
$912K
CJ
5135
Caitlin John
Michigan
$912K
DFA
5136
DHJJ Financial Advisors
Illinois
$910K
DFC
5137
DBK Financial Counsel
Ohio
$910K
SHIM
5138
Stone House Investment Management
Pennsylvania
$909K
BFG
5139
Baron Financial Group
New Jersey
$908K
BCM
5140
Birmingham Capital Management
Alabama
$907K
HG
5141
Harbor Group
New Hampshire
$907K
TSS
5142
Two Sigma Securities
New York
$905K
AFO
5143
Allie Family Office
Florida
$904K
GCM
5144
Galibier Capital Management
Ontario, Canada
$899K
ETS
5145
ESL Trust Services
New York
$898K
PCM
5146
Piedmont Capital Management
Montana
$897K
KA
5147
Kure Advisory
Minnesota
$896K
MAWAG
5148
Mid-American Wealth Advisory Group
Missouri
$896K
PWM
5149
PTM Wealth Management
United States
$895K
CWM
5150
Chicago Wealth Management
Illinois
$892K