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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
VFA
801
Valeo Financial Advisors
Indiana
$104M
AAM
802
Aureus Asset Management
Massachusetts
$104M
BCV
803
Banque Cantonale Vaudoise
Switzerland
$104M
WT
804
Washington Trust
Rhode Island
$104M
EWM
805
Empirical Wealth Management
Washington
$104M
NB
806
NBT Bank
New York
$104M
MC
807
Moors & Cabot
Massachusetts
$104M
SIG
808
Senator Investment Group
New York
$103M
AWM
809
Axxcess Wealth Management
California
$103M
PWP
810
Private Wealth Partners
California
$103M
KCM
811
Kanawha Capital Management
Virginia
$103M
VVP
812
Venture Visionary Partners
Ohio
$103M
BCM
813
Brookstone Capital Management
Illinois
$103M
WS
814
Wedbush Securities
California
$103M
MCM
815
Mill Capital Management
North Carolina
$102M
ISL
816
Ingalls & Snyder LLC
New York
$102M
WG
817
Welch Group
Alabama
$102M
CPSAC
818
Chas P. Smith & Associates (CPS)
Florida
$102M
GIM
819
Generate Investment Management
New Zealand
$102M
LCAM
820
London & Capital Asset Management
United Kingdom
$101M
ZIC
821
ZWJ Investment Counsel
Georgia
$101M
KRSITF
822
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$101M
HAG
823
HighPoint Advisor Group
Illinois
$101M
WI
824
Wahed Invest
New York
$100M
DFO
825
Duquesne Family Office
New York
$99.9M