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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
PA
826
Paralel Advisors
Colorado
$99.5M
SS
827
SBI Securities
Japan
$99.4M
FAB
828
First American Bank
Illinois
$99.2M
MVIP
829
Mar Vista Investment Partners
California
$99.2M
CAMG
830
CWA Asset Management Group
Florida
$98.9M
AF
831
Aviso Financial
Ontario, Canada
$98.8M
EWA
832
Exencial Wealth Advisors
Oklahoma
$98.8M
SIA
833
Soltis Investment Advisors
Utah
$98.5M
CSP
834
Cary Street Partners
Virginia
$98M
WFMPM
835
Woodley Farra Manion Portfolio Management
Indiana
$97.9M
FNBT
836
FineMark National Bank & Trust
Florida
$97.7M
QCG
837
Quadrant Capital Group
Ohio
$97.4M
WRCM
838
Whale Rock Capital Management
Massachusetts
$97.3M
TA
839
TRB Advisors
New York
$97M
NL
840
NWAM LLC
Washington
$96.8M
FGP
841
Freestone Grove Partners
California
$96.3M
MLL
842
Moody Lynn & Lieberson
Massachusetts
$96.2M
BP
843
Ballentine Partners
Massachusetts
$96.1M
Diamond Hill Capital Management
844
Diamond Hill Capital Management
Ohio
$96.1M
HCM
845
Howard Capital Management
Georgia
$95.9M
SG
846
Sienna Gestion
France
$95.8M
HCMG
847
Howard Capital Management Group
California
$95.5M
OHIF
848
Oriental Harbor Investment Fund
Hong Kong
$95.4M
RMCM
849
Reynders McVeigh Capital Management
Massachusetts
$94.8M
PSP
850
Pacific Sage Partners
Washington
$94.7M