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Microsoft

5,732 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,533 increasing their positions, 2,584 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:

1.56% more ownership

Funds ownership: 70.77%72.33% (+1.6%)

1% more funds holding

Funds holding: 5,6925,732 (+40)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,584

Holders
5,732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,106
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
WC
926
Woodstock Corp
Massachusetts
$79.6M
FPAS
927
Focus Partners Advisor Solutions
Missouri
$79.6M
CAM
928
Cidel Asset Management
Ontario, Canada
$79.5M
FLII
929
First Long Island Investors
New York
$79.5M
GIM
930
Grassi Investment Management
California
$79.4M
PWM
931
Perigon Wealth Management
California
$79.3M
NSAM
932
North Star Asset Management
Wisconsin
$79.1M
ECM
933
Estabrook Capital Management
New York
$78.9M
SAM
934
Synergy Asset Management
Washington
$78.8M
RC
935
RDST Capital
Washington
$78.7M
BIAS
936
Beacon Investment Advisory Services
New Jersey
$78.6M
ACM
937
Atika Capital Management
New York
$78.6M
NPT
938
Nixon Peabody Trust
Massachusetts
$78.5M
MAS
939
Meeder Advisory Services
Ohio
$78.5M
FHA
940
First Horizon Advisors
Tennessee
$78.4M
NCM
941
Narwhal Capital Management
Georgia
$78.2M
NHC
942
Nicholas Hoffman & Company
Georgia
$78.1M
GIP
943
Granite Investment Partners
California
$77.8M
JMFC
944
J.M. Forbes & Co
Massachusetts
$77.8M
DGM
945
Delta Global Management
New York
$77.7M
PP
946
Patten & Patten
Tennessee
$77.6M
GI
947
GAMMA Investing
California
$77.4M
FMLI
948
Fukoku Mutual Life Insurance
Japan
$76.7M
LFAS
949
Level Four Advisory Services
Texas
$76.4M
SFS
950
Sowell Financial Services
Arkansas
$76.3M