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
WLG
5476
Williamson Legacy Group
Indiana
$480K
BC
5477
Bridgefront Capital
Texas
$480K
BWM
5478
Benchmark Wealth Management
Connecticut
$474K
IWC
5479
Infinity Wealth Counsel
Ohio
$474K
TCFP
5480
Treasure Coast Financial Planning
Florida
$474K
PWM
5481
Pacific Wealth Management
California
$472K
BFS
5482
Beacon Financial Strategies
North Carolina
$468K
CCM
5483
Causeway Capital Management
California
$468K
WWWM
5484
White Wing Wealth Management
Texas
$465K
PWP
5485
PrairieView Wealth Partners
Illinois
$463K
HC
5486
Hoese & Co
Minnesota
$463K
SC
5487
Sykon Capital
New York
$461K
BWM
5488
Boyd Wealth Management
California
$461K
EL
5489
EQ LLC
Washington
$459K
RWP
5490
Ridgeline Wealth Planning
Ohio
$455K
BAWC
5491
Boyce & Associates Wealth Consulting
Texas
$455K
LG
5492
LAM Group
Oregon
$454K
M
5493
MYeCFO
California
$453K
WAM
5494
WFA Asset Management
Wisconsin
$453K
ECM
5495
EMC Capital Management
Texas
$452K
LAM
5496
LECAP Asset Management
United Kingdom
$450K
DWM
5497
David Wealth Management
Virginia
$449K
CCA
5498
Clarity Capital Advisors
Florida
$449K
ICMP
5499
Integrated Capital Management (Pennsylvania)
Pennsylvania
$448K
DSCM
5500
Del-Sette Capital Management
New York
$446K