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
HWA
5526
Hillcrest Wealth Advisors
New Jersey
$362K
AWA
5527
Aquire Wealth Advisors
Utah
$359K
S4W
5528
Solutions 4 Wealth
Texas
$357K
AC
5529
Applied Capital
Arkansas
$354K
NEPPG
5530
New England Professional Planning Group
Rhode Island
$353K
WF
5531
Williams Financial
Vermont
$352K
MWM
5532
Maltin Wealth Management
New Jersey
$352K
SWCM
5533
Sullivan Wood Capital Management
District of Columbia
$352K
IWM
5534
Inlight Wealth Management
Georgia
$351K
PWAC
5535
Private Wealth Advisors (California)
California
$350K
SWM
5536
Stark Wealth Management
Pennsylvania
$347K
SC
5537
Skylands Capital
Wisconsin
$346K
GS
5538
Gagnon Securities
New York
$344K
MWP
5539
MYCIO Wealth Partners
Pennsylvania
$344K
EF
5540
Elite Financial
Idaho
$343K
RCG
5541
Ruane, Cunniff & Goldfarb
New York
$343K
MWML
5542
M Wealth Management LLC
California
$342K
FA
5543
Financial Alternatives
California
$339K
CIM
5544
Corbyn Investment Management
Maryland
$338K
RVM
5545
Robinson Value Management
Texas
$338K
AIC
5546
Allodium Investment Consultants
Minnesota
$338K
RWS
5547
Rochester Wealth Strategies
Michigan
$338K
DGI
5548
Disciplined Growth Investors
Minnesota
$338K
WW
5549
Winnow Wealth
Texas
$337K
AAG
5550
Accordant Advisory Group
Maryland
$337K