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Microsoft

5,733 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, 2,585 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: 5,6925,733 (+41)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,107
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
AHC
951
Adell Harriman & Carpenter
Texas
$76.2M
SL
952
Summitry LLC
California
$76.2M
PCA
953
Pallas Capital Advisors
Massachusetts
$76.1M
MAM
954
Madison Asset Management
Wisconsin
$76.1M
TBA
955
Tower Bridge Advisors
Pennsylvania
$76M
JAFL
956
Jay A. Fishman Ltd
Michigan
$75.9M
BFS
957
Bard Financial Services
Connecticut
$75.7M
BCAM
958
Boston Common Asset Management
Massachusetts
$75.3M
HCM
959
Hollencrest Capital Management
California
$75.3M
WP
960
Waycross Partners
Kentucky
$75.1M
GVAG
961
Great Valley Advisor Group
Delaware
$74.9M
DAS
962
Dynamic Advisor Solutions
Arizona
$74.9M
BBA
963
BLB&B Advisors
Pennsylvania
$74.9M
ATI
964
Act Two Investors
California
$74.9M
YIA
965
YHB Investment Advisors
Connecticut
$74.8M
MLCM
966
M & L Capital Management
United Kingdom
$74.7M
TCOT
967
Trust Company of Toledo
Ohio
$74.7M
MMA
968
Mizuho Markets Americas
New York
$74.6M
FSA
969
Fort Sheridan Advisors
Illinois
$74.5M
MHIC
970
Marble Harbor Investment Counsel
Massachusetts
$74.4M
PTC
971
Petrus Trust Company
Texas
$74.3M
NP
972
NorthRock Partners
Minnesota
$73.9M
SGAM
973
Smith Group Asset Management
Texas
$73.3M
NOCM
974
Night Owl Capital Management
Connecticut
$73.1M
BFS
975
Baskin Financial Services
Ontario, Canada
$72.9M