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
PF
5176
Penney Financial
Texas
$864K
HIW
5177
Holos Integrated Wealth
Pennsylvania
$861K
LP
5178
LGL Partners
Pennsylvania
$857K
GWM
5179
Global Wealth Management
New Jersey
$856K
AC
5180
Avant Capital
Louisiana
$851K
SF
5181
Strategent Financial
Virginia
$850K
LWA
5182
LifeGoal Wealth Advisors
New York
$847K
PCM
5183
Politan Capital Management
New York
$846K
KIM
5184
Karpus Investment Management
New York
$846K
SLT
5185
St Louis Trust
Missouri
$843K
SGI
5186
Swan Global Investments
Colorado
$840K
BGAI
5187
Bruce G. Allen Investments
Colorado
$840K
CCM
5188
Cutler Capital Management
Massachusetts
$833K
TPW
5189
TL Private Wealth
Texas
$832K
RFA
5190
RTD Financial Advisors
Pennsylvania
$832K
JAA
5191
Joel Adams & Associates
North Carolina
$831K
CC
5192
Capstone Capital
Nevada
$829K
WWM
5193
Woodside Wealth Management
Massachusetts
$828K
HA
5194
HFG Advisors
Ohio
$825K
BWM
5195
Base Wealth Management
Florida
$824K
HPA
5196
High Probability Advisors
New York
$820K
CAM
5197
Cobblestone Asset Management
Virginia
$818K
AFG
5198
Arkansas Financial Group
Arkansas
$818K
SBF
5199
Sara-Bay Financial
Florida
$815K
TWA
5200
Trace Wealth Advisors
California
$815K