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
WI
5376
WJ Interests
Texas
$555K
CI
5377
Cordant Inc
Oregon
$554K
GCM
5378
Graver Capital Management
Ohio
$553K
TWD
5379
True Wealth Design
Ohio
$551K
BRIA
5380
Balanced Rock Investment Advisors
Massachusetts
$550K
HWMT
5381
Heritage Wealth Management (Texas)
Texas
$550K
ICA
5382
Infrastructure Capital Advisors
New York
$548K
RFP
5383
Roth Financial Partners
Texas
$544K
IHWM
5384
Iron Horse Wealth Management
Iowa
$544K
MFGP
5385
Marshall Financial Group (Pennsylvania)
Pennsylvania
$543K
MFG
5386
Mendota Financial Group
Wisconsin
$542K
HAFS
5387
Hapanowicz & Associates Financial Services
Pennsylvania
$542K
FWM
5388
FMA Wealth Management
Massachusetts
$541K
FAC
5389
Financial Advisory Corporation
Michigan
$540K
AAS
5390
Asset Allocation Strategies
Michigan
$539K
SWM
5391
SpringVest Wealth Management
Texas
$537K
MC
5392
McCarthy & Cox
Ohio
$537K
WCM
5393
WealthTrak Capital Management
Virginia
$537K
PM
5394
Pembroke Management
Quebec, Canada
$537K
SC
5395
Swan Capital
Florida
$535K
SPW
5396
Surience Private Wealth
Washington
$534K
BWMG
5397
Bannerman Wealth Management Group
Texas
$532K
AWA
5398
Adapt Wealth Advisors
Georgia
$531K
BBL
5399
Beck Bode LLC
Massachusetts
$525K
HP
5400
Highlander Partners
Texas
$522K