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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
AFG
1001
Albion Financial Group
Utah
$69.2M
RC
1002
Roundview Capital
New Jersey
$69M
CB
1003
Cadence Bank
Mississippi
$69M
OPCM
1004
Osborne Partners Capital Management
California
$68.8M
BAM
1005
Bellevue Asset Management
Washington
$68.7M
LCS
1006
Levin Capital Strategies
New York
$68.7M
CPH
1007
C Partners Holding
Switzerland
$68.6M
PAG
1008
Private Advisory Group
Washington
$68.2M
EPIMS
1009
Evelyn Partners Investment Management Services
$67.8M
FAT
1010
First American Trust
California
$67.8M
MA
1011
Montag & Associates
Georgia
$67.8M
NCM
1012
Nellore Capital Management
California
$67.7M
ECM
1013
Everence Capital Management
Indiana
$67.6M
TBBL
1014
True Blue (BVI) Ltd
$67.5M
SPC
1015
Sigma Planning Corp
Michigan
$67.4M
PAM
1016
Palisade Asset Management
Minnesota
$67.3M
LBC
1017
Lowe Brockenbrough & Co
Virginia
$67.3M
HMP
1018
HS Management Partners
New York
$67.2M
NFC
1019
Northeast Financial Consultants
Connecticut
$67.1M
BBI
1020
Baxter Bros Inc
Connecticut
$67M
GKWIM
1021
Gerber Kawasaki Wealth & Investment Management
California
$67M
WDA
1022
Wendell David Associates
New Hampshire
$66.6M
LF
1023
Longbow Finance
Switzerland
$66.4M
SIMG
1024
Sonora Investment Management Group
Arizona
$66.3M
RSWM
1025
Robertson Stephens Wealth Management
California
$66.3M