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Microsoft

5,739 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, 2,589 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: 5,6965,739 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,589

Holders
5,739
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
TLP
2751
Trinity Legacy Partners
Texas
$9.38M
ANB
2752
Amarillo National Bank
Texas
$9.37M
LM
2753
Lincluden Management
Ontario, Canada
$9.35M
MW
2754
MBL Wealth
North Carolina
$9.35M
NSB
2755
Norway Savings Bank
Maine
$9.34M
SAM
2756
Summit Asset Management
Tennessee
$9.34M
SWM
2757
Sculati Wealth Management
Michigan
$9.33M
PL
2758
Parkwood LLC
Ohio
$9.32M
MAA
2759
Mraz Amerine & Associates
California
$9.31M
TIM
2760
Tikehau Investment Management
France
$9.25M
CCM
2761
Cox Capital Management
Massachusetts
$9.25M
TPM
2762
Triasima Portfolio Management
Quebec, Canada
$9.24M
PKC
2763
Palmer Knight Company
Florida
$9.21M
TFA
2764
Transamerica Financial Advisors
Florida
$9.21M
EIM
2765
Essex Investment Management
Massachusetts
$9.19M
TTIC
2766
Tower Trust & Investment Company
Iowa
$9.18M
AGC
2767
Aspen Grove Capital
Colorado
$9.18M
BWG
2768
Berry Wealth Group
Texas
$9.18M
MGAM
2769
McGowan Group Asset Management
Texas
$9.17M
CI
2770
CacheTech Inc
Utah
$9.17M
JSAM
2771
J. Safra Asset Management
New York
$9.17M
BTWM
2772
Baker Tilly Wealth Management
Wisconsin
$9.16M
HZ
2773
Hixon Zuercher
Ohio
$9.16M
EWA
2774
Encompass Wealth Advisors
Oregon
$9.15M
FFA
2775
Florida Financial Advisors
Florida
$9.15M