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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
AAIM
901
Asset Advisors Investment Management
Georgia
$85.4M
BWP
902
Baldwin Wealth Partners
Massachusetts
$85.2M
VCP
903
Verus Capital Partners
Arizona
$84.9M
CA
904
Cullinan Associates
Kentucky
$84.5M
NRS
905
Neville Rodie & Shaw
New York
$83.9M
RWM
906
Ritholtz Wealth Management
New York
$83.9M
LI
907
LMCG Investments
Massachusetts
$83.8M
PIM
908
Provident Investment Management
Michigan
$83.7M
CWP
909
Cyndeo Wealth Partners
Florida
$83.5M
VT
910
Vise Technologies
New York
$83.3M
GRP
911
Global Retirement Partners
California
$83.2M
UF
912
Univest Financial
Pennsylvania
$83.2M
SLI
913
Sumitomo Life Insurance
Japan
$82.9M
VCM
914
Violich Capital Management
California
$82.7M
SCI
915
S&CO Inc
Massachusetts
$82.7M
EGA
916
Eagle Global Advisors
Texas
$82.5M
BFA
917
Bragg Financial Advisors
North Carolina
$82.4M
CIM
918
Confluence Investment Management
Missouri
$82.2M
GC
919
Grimes & Company
Massachusetts
$82.2M
MSA
920
MUFG Securities Americas
New York
$81.9M
SAM
921
Sycomore Asset Management
France
$81.9M
FCIM
922
Fairview Capital Investment Management
California
$81.8M
HWA
923
Heritage Wealth Advisors
Virginia
$81.8M
PIM
924
Plato Investment Management
Australia
$80.5M
MWM
925
Meridian Wealth Management
Kentucky
$80.2M