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Microsoft

5,734 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,533 increasing their positions, 2,585 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: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
BDWCC
5626
B&D White Capital Company
Texas
$259K
CF
5627
Crosspoint Financial
California
$256K
ASG
5628
Ariston Services Group
California
$256K
PWM
5629
Parkworth Wealth Management
California
$255K
KWM
5630
Kanen Wealth Management
Florida
$253K
BPWM
5631
Black Point Wealth Management
Florida
$252K
AA
5632
AF Advisors
California
$251K
KPWM
5633
KDK Private Wealth Management
Texas
$251K
VF
5634
Vestment Financial
Minnesota
$249K
AWMG
5635
ADG Wealth Management Group
Louisiana
$249K
PCM
5636
Ping Capital Management
New York
$249K
PWMG
5637
Pioneer Wealth Management Group
Texas
$247K
APW
5638
Atlantic Private Wealth
North Carolina
$246K
KPPF
5639
Klein Pavlis & Peasley Financial
California
$246K
PWH
5640
Priebe Wealth Holdings
Minnesota
$246K
ES
5641
ETF Store
Kansas
$245K
LWP
5642
Laurel Wealth Planning
Minnesota
$245K
PPW
5643
PACK Private Wealth
Minnesota
$245K
MWP
5644
Moller Wealth Partners
$244K
UFF
5645
USA Financial Formulas
Michigan
$241K
FA
5646
FC Advisory
Pennsylvania
$240K
LFA
5647
Livelsberger Financial Advisory
Ohio
$239K
TIAAOA
5648
Teachers Insurance & Annuity Association of America
New York
$239K
MWP
5649
Momentum Wealth Planning
Florida
$237K
FD
5650
Financial Designs
California
$237K