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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 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:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
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
IHL
801
Investment House LLC
California
$105M
RCP
802
RIT Capital Partners
United Kingdom
$105M
OC
803
Oakmont Corp
California
$105M
EIA
804
Edgemoor Investment Advisors
Maryland
$105M
CIA
805
Capital Investment Advisors
Georgia
$105M
VFA
806
Valeo Financial Advisors
Indiana
$104M
AAM
807
Aureus Asset Management
Massachusetts
$104M
BCV
808
Banque Cantonale Vaudoise
Switzerland
$104M
WT
809
Washington Trust
Rhode Island
$104M
EWM
810
Empirical Wealth Management
Washington
$104M
NB
811
NBT Bank
New York
$104M
MC
812
Moors & Cabot
Massachusetts
$104M
SIG
813
Senator Investment Group
New York
$103M
AWM
814
Axxcess Wealth Management
California
$103M
PWP
815
Private Wealth Partners
California
$103M
KCM
816
Kanawha Capital Management
Virginia
$103M
VVP
817
Venture Visionary Partners
Ohio
$103M
BCM
818
Brookstone Capital Management
Illinois
$103M
WS
819
Wedbush Securities
California
$103M
MCM
820
Mill Capital Management
North Carolina
$102M
ISL
821
Ingalls & Snyder LLC
New York
$102M
WG
822
Welch Group
Alabama
$102M
CPSAC
823
Chas P. Smith & Associates (CPS)
Florida
$102M
GIM
824
Generate Investment Management
New Zealand
$102M
LCAM
825
London & Capital Asset Management
United Kingdom
$101M