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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
TA
3351
Tectonic Advisors
Texas
$5.97M
CP
3352
Clarendon Private
Massachusetts
$5.97M
TF
3353
Telligent Fund
Hong Kong
$5.97M
MIM
3354
Montgomery Investment Management
Maryland
$5.95M
KA
3355
KDT Advisors
New York
$5.93M
NF
3356
Nvest Financial
New Hampshire
$5.93M
AG
3357
AmeriFlex Group
Nevada
$5.93M
SC
3358
Schulhoff & Co
Ohio
$5.93M
NWA
3359
New World Advisors
Massachusetts
$5.91M
OCM
3360
Orion Capital Management
California
$5.9M
CFG
3361
Chapman Financial Group
Hawaii
$5.9M
HKAM
3362
Horizon Kinetics Asset Management
New York
$5.89M
GLLW
3363
Graves Light Lenhart Wealth
Virginia
$5.88M
COLIM
3364
City of London Investment Management
United Kingdom
$5.88M
PHIMC
3365
Private Harbour Investment Management & Counsel
Ohio
$5.88M
BFS
3366
BridgePort Financial Solutions
Iowa
$5.87M
NNPTE
3367
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$5.87M
SFM
3368
Sphera Funds Management
Israel
$5.87M
FOA
3369
Five Oceans Advisors
California
$5.86M
IAG
3370
Investment Advisory Group
Massachusetts
$5.84M
ABLA
3371
Alan B. Lancz & Associates
Ohio
$5.84M
EGA
3372
E&G Advisors
Texas
$5.84M
UWP
3373
Uniting Wealth Partners
Kansas
$5.84M
SA
3374
SoundView Advisors
Washington
$5.83M
EIG
3375
Ellenbecker Investment Group
Wisconsin
$5.82M