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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
KFC
751
Klingenstein Fields & Co
New York
$119M
HA
752
Homestead Advisers
Virginia
$118M
NMIMC
753
Northwestern Mutual Investment Management Company
Wisconsin
$118M
EH
754
Equitable Holdings
New York
$118M
BFG
755
Bleakley Financial Group
New Jersey
$117M
LA
756
LM Advisors
California
$117M
LNWWM
757
Laird Norton Wetherby Wealth Management
California
$117M
SFM
758
Stack Financial Management
Montana
$116M
ETC
759
Exchange Traded Concepts
Oklahoma
$116M
GD
760
Grandfield & Dodd
New York
$116M
CTA
761
Chesley Taft & Associates
Illinois
$115M
SFG
762
Sather Financial Group
Texas
$115M
VI
763
Vestcor Inc
New Brunswick, Canada
$115M
MAMU
764
Marathon Asset Management (UK)
United Kingdom
$114M
AT
765
Avalon Trust
New Mexico
$114M
IHG
766
Insight Holdings Group
New York
$114M
OCM
767
Osterweis Capital Management
California
$114M
TCOV
768
Trust Company of Vermont
Vermont
$113M
NPF
769
Norris Perne & French
Michigan
$113M
MA
770
Mutual Advisors
Nebraska
$113M
SSWM
771
Smith Salley Wealth Management
North Carolina
$112M
RT
772
Rockland Trust
Massachusetts
$112M
WBC
773
Westpac Banking Corp
Australia
$112M
AIP
774
Ameritas Investment Partners
Nebraska
$112M
CTI
775
Community Trust & Investment
Kentucky
$112M