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Microsoft

5,736 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, 2,532 increasing their positions, 2,587 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: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
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
WA
626
Waverly Advisors
Alabama
$162M
AUB
627
Atlantic Union Bankshares
Virginia
$162M
PCIA
628
Prime Capital Investment Advisors
Kansas
$162M
ORI
629
Oak Ridge Investments
Illinois
$161M
LS
630
Livforsakringsbolaget Skandia
Sweden
$161M
BEI
631
Benjamin Edwards Inc
Missouri
$160M
JLBC
632
J.L. Bainbridge & Co
Florida
$160M
WB
633
WesBanco Bank
West Virginia
$160M
SIM
634
Seilern Investment Management
United Kingdom
$160M
CIA
635
Choate Investment Advisors
Massachusetts
$159M
ZCI
636
Zevenbergen Capital Investments
Washington
$159M
SRIM
637
Saratoga Research & Investment Management
California
$158M
FI
638
Focused Investors
California
$158M
A
639
Allianz
Germany
$157M
CA
640
Clearstead Advisors
Ohio
$157M
BA
641
Bristlecone Advisors
Washington
$157M
GT
642
Greenleaf Trust
Michigan
$157M
IAA
643
Independent Advisor Alliance
North Carolina
$157M
BG
644
Bollard Group
Massachusetts
$157M
CL
645
Choreo LLC
Illinois
$157M
CCM
646
Chilton Capital Management
Texas
$156M
IWC
647
Integrated Wealth Concepts
Massachusetts
$156M
RPI
648
Railway Pension Investments
United Kingdom
$156M
HFM
649
Harvest Fund Management
China
$155M
MTC
650
McDaniel Terry & Co
Texas
$155M