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Microsoft

5,739 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 2,533 increasing their positions, 2,588 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: 5,6955,739 (+44)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,588

Holders
5,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
SFS
951
Sowell Financial Services
Arkansas
$76.3M
AHC
952
Adell Harriman & Carpenter
Texas
$76.2M
SL
953
Summitry LLC
California
$76.2M
PCA
954
Pallas Capital Advisors
Massachusetts
$76.1M
MAM
955
Madison Asset Management
Wisconsin
$76.1M
TBA
956
Tower Bridge Advisors
Pennsylvania
$76M
JAFL
957
Jay A. Fishman Ltd
Michigan
$75.9M
BFS
958
Bard Financial Services
Connecticut
$75.7M
BCAM
959
Boston Common Asset Management
Massachusetts
$75.3M
HCM
960
Hollencrest Capital Management
California
$75.3M
WP
961
Waycross Partners
Kentucky
$75.1M
GVAG
962
Great Valley Advisor Group
Delaware
$74.9M
DAS
963
Dynamic Advisor Solutions
Arizona
$74.9M
BBA
964
BLB&B Advisors
Pennsylvania
$74.9M
ATI
965
Act Two Investors
California
$74.9M
YIA
966
YHB Investment Advisors
Connecticut
$74.8M
MLCM
967
M & L Capital Management
United Kingdom
$74.7M
TCOT
968
Trust Company of Toledo
Ohio
$74.7M
MMA
969
Mizuho Markets Americas
New York
$74.6M
FSA
970
Fort Sheridan Advisors
Illinois
$74.5M
MHIC
971
Marble Harbor Investment Counsel
Massachusetts
$74.4M
PTC
972
Petrus Trust Company
Texas
$74.3M
NP
973
NorthRock Partners
Minnesota
$73.9M
SGAM
974
Smith Group Asset Management
Texas
$73.3M
NOCM
975
Night Owl Capital Management
Connecticut
$73.1M