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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
AIM
2751
Advyzon Investment Management
Illinois
$9.44M
BFF
2752
Byrne Financial Freedom
Massachusetts
$9.43M
LOAME
2753
Lombard Odier Asset Management (Europe)
United Kingdom
$9.43M
CAM
2754
Clark Asset Management
New Hampshire
$9.43M
PBK
2755
Peoples Bank (Kansas)
Kansas
$9.42M
AIM
2756
Aurora Investment Managers
Florida
$9.42M
HA
2757
Helium Advisors
Washington
$9.41M
GBWM
2758
Granite Bay Wealth Management
New Hampshire
$9.41M
KMWM
2759
Keudell/Morrison Wealth Management
Oregon
$9.39M
TLP
2760
Trinity Legacy Partners
Texas
$9.38M
ANB
2761
Amarillo National Bank
Texas
$9.37M
LM
2762
Lincluden Management
Ontario, Canada
$9.35M
MW
2763
MBL Wealth
North Carolina
$9.35M
NSB
2764
Norway Savings Bank
Maine
$9.34M
SAM
2765
Summit Asset Management
Tennessee
$9.34M
SWM
2766
Sculati Wealth Management
Michigan
$9.33M
PL
2767
Parkwood LLC
Ohio
$9.32M
MAA
2768
Mraz Amerine & Associates
California
$9.31M
TIM
2769
Tikehau Investment Management
France
$9.25M
CCM
2770
Cox Capital Management
Massachusetts
$9.25M
TPM
2771
Triasima Portfolio Management
Quebec, Canada
$9.24M
PKC
2772
Palmer Knight Company
Florida
$9.21M
TFA
2773
Transamerica Financial Advisors
Florida
$9.21M
EIM
2774
Essex Investment Management
Massachusetts
$9.19M
TTIC
2775
Tower Trust & Investment Company
Iowa
$9.18M