MSFT icon

Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 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:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
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
KP
5276
Kitching Partners
Pennsylvania
$749K
GCWM
5277
Graham Capital Wealth Management
District of Columbia
$748K
SPI
5278
Strategic Planning Inc
Ohio
$746K
CC
5279
Carlson Capital
Texas
$746K
NI
5280
NFC Investments
Tennessee
$746K
FRM
5281
Fox Run Management
Connecticut
$745K
CC
5282
Climber Capital
Switzerland
$744K
VWA
5283
Valued Wealth Advisors
Utah
$740K
SIM
5284
Sims Investment Management
Ohio
$738K
TCM
5285
Tuttle Capital Management
Connecticut
$732K
RCWM
5286
Red Crane Wealth Management
California
$732K
CAG
5287
Compass Advisory Group
New York
$731K
CPA
5288
Clear Point Advisors
New York
$728K
BFP
5289
Briaud Financial Planning
Texas
$727K
WFPG
5290
Waller Financial Planning Group
Ohio
$727K
TPW
5291
Tiller Private Wealth
Pennsylvania
$726K
AFS
5292
Axiom Financial Strategies
Indiana
$724K
DWS
5293
Dynamic Wealth Strategies
California
$723K
Q1WB
5294
Quest 10 Wealth Builders
Virginia
$721K
CWM
5295
Core Wealth Management
Florida
$718K
TA
5296
TKG Advisors
Indiana
$718K
HOWA
5297
Heritage Oak Wealth Advisors
Florida
$718K
WCM
5298
Wealthcare Capital Management
Virginia
$717K
DLHL
5299
Donald L. Hagan LLC
Florida
$717K
WWP
5300
Waypoint Wealth Partners
California
$717K