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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
GH
901
GAM Holding
Switzerland
$86M
NAAA
902
New Age Alpha Advisors
New York
$85.8M
MPM
903
Meritage Portfolio Management
Kansas
$85.6M
FIA
904
Foundations Investment Advisors
Arizona
$85.5M
LCM
905
Logan Capital Management
Pennsylvania
$85.5M
AAIM
906
Asset Advisors Investment Management
Georgia
$85.4M
BWP
907
Baldwin Wealth Partners
Massachusetts
$85.2M
VCP
908
Verus Capital Partners
Arizona
$84.9M
CA
909
Cullinan Associates
Kentucky
$84.5M
NRS
910
Neville Rodie & Shaw
New York
$83.9M
RWM
911
Ritholtz Wealth Management
New York
$83.9M
LI
912
LMCG Investments
Massachusetts
$83.8M
PIM
913
Provident Investment Management
Michigan
$83.7M
CWP
914
Cyndeo Wealth Partners
Florida
$83.5M
VT
915
Vise Technologies
New York
$83.3M
GRP
916
Global Retirement Partners
California
$83.2M
UF
917
Univest Financial
Pennsylvania
$83.2M
SLI
918
Sumitomo Life Insurance
Japan
$82.9M
VCM
919
Violich Capital Management
California
$82.7M
SCI
920
S&CO Inc
Massachusetts
$82.7M
EGA
921
Eagle Global Advisors
Texas
$82.5M
BFA
922
Bragg Financial Advisors
North Carolina
$82.4M
CIM
923
Confluence Investment Management
Missouri
$82.2M
GC
924
Grimes & Company
Massachusetts
$82.2M
MSA
925
MUFG Securities Americas
New York
$81.9M