MSFT icon

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
MHIC
976
Marble Harbor Investment Counsel
Massachusetts
$74.4M
PTC
977
Petrus Trust Company
Texas
$74.3M
MWM
978
Modern Wealth Management
Kansas
$73.9M
NP
979
NorthRock Partners
Minnesota
$73.9M
SGAM
980
Smith Group Asset Management
Texas
$73.3M
NOCM
981
Night Owl Capital Management
Connecticut
$73.1M
BFS
982
Baskin Financial Services
Ontario, Canada
$72.9M
LFM
983
LGT Fund Management
Liechtenstein
$72.4M
ACM
984
Academy Capital Management
Texas
$72.2M
KPM
985
Kinetic Partners Management
Florida
$72.2M
NSLI
986
Nan Shan Life Insurance
Taiwan
$72M
CTA
987
Colonial Trust Advisors
South Carolina
$71.8M
WTB
988
Washington Trust Bank
Washington
$71.8M
MOS
989
MGO One Seven
Ohio
$71.8M
OA
990
Oak Associates
Ohio
$71.6M
UM
991
Ulysses Management
New York
$71.5M
FFWA
992
FRG Family Wealth Advisors
Washington
$71.3M
AWA
993
Arkadios Wealth Advisors
Georgia
$71M
WCM
994
Wedge Capital Management
North Carolina
$70.9M
MAA
995
Matrix Asset Advisors
New York
$70.7M
HIP
996
HUB Investment Partners
Texas
$70.7M
HTHT
997
Hemenway Trust Hemenway Trust
New Hampshire
$70.6M
VSQM
998
V-Square Quantitative Management
Illinois
$70.3M
GC
999
Guardian Capital
Ontario, Canada
$70.1M
CUAMC
1000
China Universal Asset Management Company
China
$70.1M