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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
RC
1001
Roundview Capital
New Jersey
$69M
CB
1002
Cadence Bank
Mississippi
$69M
OPCM
1003
Osborne Partners Capital Management
California
$68.8M
BAM
1004
Bellevue Asset Management
Washington
$68.7M
LCS
1005
Levin Capital Strategies
New York
$68.7M
CPH
1006
C Partners Holding
Switzerland
$68.6M
PAG
1007
Private Advisory Group
Washington
$68.2M
EPIMS
1008
Evelyn Partners Investment Management Services
$67.8M
FAT
1009
First American Trust
California
$67.8M
MA
1010
Montag & Associates
Georgia
$67.8M
NCM
1011
Nellore Capital Management
California
$67.7M
ECM
1012
Everence Capital Management
Indiana
$67.6M
TBBL
1013
True Blue (BVI) Ltd
$67.5M
SPC
1014
Sigma Planning Corp
Michigan
$67.4M
PAM
1015
Palisade Asset Management
Minnesota
$67.3M
LBC
1016
Lowe Brockenbrough & Co
Virginia
$67.3M
HMP
1017
HS Management Partners
New York
$67.2M
NFC
1018
Northeast Financial Consultants
Connecticut
$67.1M
BBI
1019
Baxter Bros Inc
Connecticut
$67M
GKWIM
1020
Gerber Kawasaki Wealth & Investment Management
California
$67M
WDA
1021
Wendell David Associates
New Hampshire
$66.6M
LF
1022
Longbow Finance
Switzerland
$66.4M
SIMG
1023
Sonora Investment Management Group
Arizona
$66.3M
RSWM
1024
Robertson Stephens Wealth Management
California
$66.3M
PCM
1025
Parsons Capital Management
Rhode Island
$66.1M