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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
SAM
926
Sycomore Asset Management
France
$81.9M
FCIM
927
Fairview Capital Investment Management
California
$81.8M
HWA
928
Heritage Wealth Advisors
Virginia
$81.8M
PIM
929
Plato Investment Management
Australia
$80.5M
MWM
930
Meridian Wealth Management
Kentucky
$80.2M
DF
931
DNCA Finance
France
$80.1M
WC
932
Woodstock Corp
Massachusetts
$79.6M
FPAS
933
Focus Partners Advisor Solutions
Missouri
$79.6M
CAM
934
Cidel Asset Management
Ontario, Canada
$79.5M
FLII
935
First Long Island Investors
New York
$79.5M
GIM
936
Grassi Investment Management
California
$79.4M
PWM
937
Perigon Wealth Management
California
$79.3M
NSAM
938
North Star Asset Management
Wisconsin
$79.1M
ECM
939
Estabrook Capital Management
New York
$78.9M
SAM
940
Synergy Asset Management
Washington
$78.8M
RC
941
RDST Capital
Washington
$78.7M
BIAS
942
Beacon Investment Advisory Services
New Jersey
$78.6M
ACM
943
Atika Capital Management
New York
$78.6M
NPT
944
Nixon Peabody Trust
Massachusetts
$78.5M
MAS
945
Meeder Advisory Services
Ohio
$78.5M
FHA
946
First Horizon Advisors
Tennessee
$78.4M
NCM
947
Narwhal Capital Management
Georgia
$78.2M
NHC
948
Nicholas Hoffman & Company
Georgia
$78.1M
GIP
949
Granite Investment Partners
California
$77.8M
JMFC
950
J.M. Forbes & Co
Massachusetts
$77.8M