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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
BFS
976
Baskin Financial Services
Ontario, Canada
$72.9M
MWM
977
Modern Wealth Management
Kansas
$72.7M
LFM
978
LGT Fund Management
Liechtenstein
$72.4M
ACM
979
Academy Capital Management
Texas
$72.2M
KPM
980
Kinetic Partners Management
Florida
$72.2M
NSLI
981
Nan Shan Life Insurance
Taiwan
$72M
CTA
982
Colonial Trust Advisors
South Carolina
$71.8M
WTB
983
Washington Trust Bank
Washington
$71.8M
MOS
984
MGO One Seven
Ohio
$71.8M
OA
985
Oak Associates
Ohio
$71.6M
UM
986
Ulysses Management
New York
$71.5M
FFWA
987
FRG Family Wealth Advisors
Washington
$71.3M
AWA
988
Arkadios Wealth Advisors
Georgia
$71M
WCM
989
Wedge Capital Management
North Carolina
$70.9M
MAA
990
Matrix Asset Advisors
New York
$70.7M
HIP
991
HUB Investment Partners
Texas
$70.7M
HTHT
992
Hemenway Trust Hemenway Trust
New Hampshire
$70.6M
VSQM
993
V-Square Quantitative Management
Illinois
$70.3M
GC
994
Guardian Capital
Ontario, Canada
$70.1M
CUAMC
995
China Universal Asset Management Company
China
$70.1M
DAS
996
Diversify Advisory Services
Utah
$70.1M
BFIM
997
Beese Fulmer Investment Management
Ohio
$69.9M
SW
998
SteelPeak Wealth
California
$69.8M
BFO
999
Boston Family Office
Massachusetts
$69.7M
AWS
1000
Atria Wealth Solutions
New York
$69.6M