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
RPA
5426
Redwood Park Advisors
California
$494K
SMCM
5427
Sky-Mountain Capital Management
Idaho
$494K
DWM
5428
Daner Wealth Management
Georgia
$492K
BFA
5429
Bright Financial Advisors
Michigan
$488K
CCAL
5430
City Center Advisors LLC
Michigan
$487K
WS
5431
Wela Strategies
Georgia
$484K
AA
5432
ArborFi Advisors
Michigan
$482K
MA
5433
McGrath & Associates
North Carolina
$480K
NA
5434
Nestegg Advisors
New York
$480K
WLG
5435
Williamson Legacy Group
Indiana
$480K
BC
5436
Bridgefront Capital
Texas
$480K
BWM
5437
Benchmark Wealth Management
Connecticut
$474K
IWC
5438
Infinity Wealth Counsel
Ohio
$474K
TCFP
5439
Treasure Coast Financial Planning
Florida
$474K
PWM
5440
Pacific Wealth Management
California
$472K
BFS
5441
Beacon Financial Strategies
North Carolina
$468K
CCM
5442
Causeway Capital Management
California
$468K
WWWM
5443
White Wing Wealth Management
Texas
$465K
PWP
5444
PrairieView Wealth Partners
Illinois
$463K
HC
5445
Hoese & Co
Minnesota
$463K
SC
5446
Sykon Capital
New York
$461K
BWM
5447
Boyd Wealth Management
California
$461K
EL
5448
EQ LLC
Washington
$459K
RWP
5449
Ridgeline Wealth Planning
Ohio
$455K
BAWC
5450
Boyce & Associates Wealth Consulting
Texas
$455K