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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
MWM
976
Modern Wealth Management
Kansas
$72.7M
LFM
977
LGT Fund Management
Liechtenstein
$72.4M
ACM
978
Academy Capital Management
Texas
$72.2M
KPM
979
Kinetic Partners Management
Florida
$72.2M
NSLI
980
Nan Shan Life Insurance
Taiwan
$72M
CTA
981
Colonial Trust Advisors
South Carolina
$71.8M
WTB
982
Washington Trust Bank
Washington
$71.8M
MOS
983
MGO One Seven
Ohio
$71.8M
OA
984
Oak Associates
Ohio
$71.6M
UM
985
Ulysses Management
New York
$71.5M
FFWA
986
FRG Family Wealth Advisors
Washington
$71.3M
AWA
987
Arkadios Wealth Advisors
Georgia
$71M
WCM
988
Wedge Capital Management
North Carolina
$70.9M
MAA
989
Matrix Asset Advisors
New York
$70.7M
HIP
990
HUB Investment Partners
Texas
$70.7M
HTHT
991
Hemenway Trust Hemenway Trust
New Hampshire
$70.6M
VSQM
992
V-Square Quantitative Management
Illinois
$70.3M
GC
993
Guardian Capital
Ontario, Canada
$70.1M
CUAMC
994
China Universal Asset Management Company
China
$70.1M
DAS
995
Diversify Advisory Services
Utah
$70.1M
BFIM
996
Beese Fulmer Investment Management
Ohio
$69.9M
SW
997
SteelPeak Wealth
California
$69.8M
BFO
998
Boston Family Office
Massachusetts
$69.7M
AWS
999
Atria Wealth Solutions
New York
$69.6M
AFG
1000
Albion Financial Group
Utah
$69.2M