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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
DGM
951
Delta Global Management
New York
$77.7M
PP
952
Patten & Patten
Tennessee
$77.6M
GI
953
GAMMA Investing
California
$77.4M
FMLI
954
Fukoku Mutual Life Insurance
Japan
$76.7M
LFAS
955
Level Four Advisory Services
Texas
$76.4M
SFS
956
Sowell Financial Services
Arkansas
$76.3M
AHC
957
Adell Harriman & Carpenter
Texas
$76.2M
SL
958
Summitry LLC
California
$76.2M
PCA
959
Pallas Capital Advisors
Massachusetts
$76.1M
MAM
960
Madison Asset Management
Wisconsin
$76.1M
TBA
961
Tower Bridge Advisors
Pennsylvania
$76M
JAFL
962
Jay A. Fishman Ltd
Michigan
$75.9M
BFS
963
Bard Financial Services
Connecticut
$75.7M
BCAM
964
Boston Common Asset Management
Massachusetts
$75.3M
HCM
965
Hollencrest Capital Management
California
$75.3M
WP
966
Waycross Partners
Kentucky
$75.1M
GVAG
967
Great Valley Advisor Group
Delaware
$74.9M
DAS
968
Dynamic Advisor Solutions
Arizona
$74.9M
BBA
969
BLB&B Advisors
Pennsylvania
$74.9M
ATI
970
Act Two Investors
California
$74.9M
YIA
971
YHB Investment Advisors
Connecticut
$74.8M
MLCM
972
M & L Capital Management
United Kingdom
$74.7M
TCOT
973
Trust Company of Toledo
Ohio
$74.7M
MMA
974
Mizuho Markets Americas
New York
$74.6M
FSA
975
Fort Sheridan Advisors
Illinois
$74.5M