MSFT icon

Microsoft

5,741 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, 2,536 increasing their positions, 2,589 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6995,741 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,536 | Existing positions reduced: 2,589

Holders
5,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
FNBOMD
2101
First National Bank of Mount Dora
Florida
$17.2M
QWP
2102
Quotient Wealth Partners
Texas
$17.2M
NP
2103
Nilsine Partners
Colorado
$17.2M
SWK
2104
Stephen W. Kidder
$17.2M
DWP
2105
Destiny Wealth Partners
Florida
$17.2M
NIP
2106
Nicholas Investment Partners
California
$17.1M
BWS
2107
Buck Wealth Strategies
Colorado
$17.1M
CCG
2108
Chatham Capital Group
Georgia
$17.1M
CIAS
2109
Capital Investment Advisory Services
North Carolina
$17.1M
GFA
2110
Gifford Fong Associates
California
$17.1M
FM
2111
Freemont Management
Switzerland
$17.1M
JWM
2112
Jupiter Wealth Management
Colorado
$17M
EIM
2113
Ervin Investment Management
Washington
$17M
LAM
2114
Lummis Asset Management
Texas
$17M
LA
2115
LVW Advisors
New York
$17M
AFM
2116
Abbot Financial Management
Massachusetts
$17M
KA
2117
Klingman & Associates
New York
$16.9M
BIG
2118
Brooklyn Investment Group
New York
$16.9M
LWP
2119
LMG Wealth Partners
Louisiana
$16.9M
CAS
2120
Coppell Advisory Solutions
Texas
$16.9M
ST
2121
Somerset Trust
Pennsylvania
$16.9M
NFSG
2122
Newbridge Financial Services Group
Florida
$16.9M
MS
2123
Marshall & Sullivan
Washington
$16.8M
FFA
2124
Founders Financial Alliance
North Carolina
$16.8M
BTD
2125
BankPlus Trust Department
Mississippi
$16.8M