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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
MAFA
5651
MJT & Associates Financial Advisory
Minnesota
$273K
SCM
5652
Stonehearth Capital Management
Massachusetts
$272K
MHIP
5653
Mountain Hill Investment Partners
New Jersey
$271K
HAS
5654
Horizon Advisory Services
New York
$269K
FIG
5655
FSA Investment Group
Florida
$267K
HFA
5656
Harbert Fund Advisors
Alabama
$266K
RIA
5657
Retirement Investment Advisors
Oklahoma
$266K
ADMI
5658
Albert D. Mason Inc
Massachusetts
$262K
WFS
5659
Weitzel Financial Services
Iowa
$262K
BWA
5660
Brave Warrior Advisors
New York
$261K
UI
5661
Unconventional Investor
New Hampshire
$260K
EA
5662
Evergreen Advisors
Tennessee
$260K
LKWM
5663
Lee-Kelleher Wealth Management
Maryland
$260K
BDWCC
5664
B&D White Capital Company
Texas
$259K
CF
5665
Crosspoint Financial
California
$256K
ASG
5666
Ariston Services Group
California
$256K
PWM
5667
Parkworth Wealth Management
California
$255K
KWM
5668
Kanen Wealth Management
Florida
$253K
BPWM
5669
Black Point Wealth Management
Florida
$252K
AA
5670
AF Advisors
California
$251K
KPWM
5671
KDK Private Wealth Management
Texas
$251K
VF
5672
Vestment Financial
Minnesota
$249K
AWMG
5673
ADG Wealth Management Group
Louisiana
$249K
PCM
5674
Ping Capital Management
New York
$249K
PWMG
5675
Pioneer Wealth Management Group
Texas
$247K