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
RW
5601
Ridgeline Wealth
Arizona
$331K
CIM
5602
CCLA Investment Management
United Kingdom
$330K
EI
5603
eCIO Inc
Wisconsin
$330K
HF
5604
Holcombe Financial
Georgia
$326K
MM
5605
Meridian Management
Arkansas
$326K
JCM
5606
J2 Capital Management
Michigan
$324K
LAMC
5607
Longview Asset Management (California)
California
$323K
AIM
5608
Access Investment Management
Georgia
$323K
HA
5609
HC Advisors
Georgia
$322K
RWP
5610
Reliant Wealth Planning
Kentucky
$321K
1L
5611
10Elms LLP
Oklahoma
$318K
SA
5612
swisspartners Advisors
Switzerland
$318K
1NWS
5613
1 North Wealth Services
Maryland
$317K
LBA
5614
Letko, Brosseau & Associates
Quebec, Canada
$317K
AFO
5615
Aurelius Family Office
New Hampshire
$317K
LJCM
5616
Lee Johnson Capital Management
Texas
$316K
PFA
5617
Pinnacle Family Advisors
Missouri
$315K
IFPL
5618
Investments & Financial Planning LLC
Kentucky
$315K
EG
5619
Ellerson Group
Maryland
$314K
RFS
5620
Retirement Financial Solutions
Tennessee
$314K
TF
5621
Theory Financial
Colorado
$313K
TCM
5622
TABR Capital Management
California
$310K
QHA
5623
Quarry Hill Advisors
Minnesota
$307K
WHCFA
5624
William Howard & Co Financial Advisors
Tennessee
$307K
DB
5625
Dravo Bay
Delaware
$306K