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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
MFG
5376
Marmo Financial Group
Tennessee
$561K
HCA
5377
Hyperion Capital Advisors
New York
$561K
BWM
5378
BCGM Wealth Management
Indiana
$560K
SA
5379
Sicart Associates
New York
$558K
WAT
5380
Wealth Advisory Team
Kentucky
$556K
WI
5381
WJ Interests
Texas
$555K
CI
5382
Cordant Inc
Oregon
$554K
GCM
5383
Graver Capital Management
Ohio
$553K
TWD
5384
True Wealth Design
Ohio
$551K
BRIA
5385
Balanced Rock Investment Advisors
Massachusetts
$550K
HWMT
5386
Heritage Wealth Management (Texas)
Texas
$550K
ICA
5387
Infrastructure Capital Advisors
New York
$548K
RFP
5388
Roth Financial Partners
Texas
$544K
IHWM
5389
Iron Horse Wealth Management
Iowa
$544K
MFGP
5390
Marshall Financial Group (Pennsylvania)
Pennsylvania
$543K
MFG
5391
Mendota Financial Group
Wisconsin
$542K
HAFS
5392
Hapanowicz & Associates Financial Services
Pennsylvania
$542K
FWM
5393
FMA Wealth Management
Massachusetts
$541K
FAC
5394
Financial Advisory Corporation
Michigan
$540K
AAS
5395
Asset Allocation Strategies
Michigan
$539K
SWM
5396
SpringVest Wealth Management
Texas
$537K
MC
5397
McCarthy & Cox
Ohio
$537K
WCM
5398
WealthTrak Capital Management
Virginia
$537K
PM
5399
Pembroke Management
Quebec, Canada
$537K
SC
5400
Swan Capital
Florida
$535K