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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
BPWM
5626
Black Point Wealth Management
Florida
$252K
AA
5627
AF Advisors
California
$251K
KPWM
5628
KDK Private Wealth Management
Texas
$251K
VF
5629
Vestment Financial
Minnesota
$249K
AWMG
5630
ADG Wealth Management Group
Louisiana
$249K
PCM
5631
Ping Capital Management
New York
$249K
PWMG
5632
Pioneer Wealth Management Group
Texas
$247K
APW
5633
Atlantic Private Wealth
North Carolina
$246K
KPPF
5634
Klein Pavlis & Peasley Financial
California
$246K
PWH
5635
Priebe Wealth Holdings
Minnesota
$246K
ES
5636
ETF Store
Kansas
$245K
LWP
5637
Laurel Wealth Planning
Minnesota
$245K
PPW
5638
PACK Private Wealth
Minnesota
$245K
MWP
5639
Moller Wealth Partners
$244K
UFF
5640
USA Financial Formulas
Michigan
$241K
FA
5641
FC Advisory
Pennsylvania
$240K
LFA
5642
Livelsberger Financial Advisory
Ohio
$239K
TIAAOA
5643
Teachers Insurance & Annuity Association of America
New York
$239K
MWP
5644
Momentum Wealth Planning
Florida
$237K
FD
5645
Financial Designs
California
$237K
RC
5646
Rareview Capital
Nevada
$234K
YAL
5647
Your Advocates Ltd
Texas
$234K
KHC
5648
Koesten Hirschmann & Crabtree
Kansas
$233K
VARA
5649
Value Aligned Research Advisors
New Jersey
$232K
KPP
5650
Kings Path Partners
Texas
$231K