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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
WDA
1026
Wendell David Associates
New Hampshire
$66.6M
LF
1027
Longbow Finance
Switzerland
$66.4M
SIMG
1028
Sonora Investment Management Group
Arizona
$66.3M
RSWM
1029
Robertson Stephens Wealth Management
California
$66.3M
PCM
1030
Parsons Capital Management
Rhode Island
$66.1M
BWFA
1031
Baltimore-Washington Financial Advisors
Maryland
$66M
TCM
1032
Tran Capital Management
California
$66M
JWM
1033
Jackson Wealth Management
Florida
$65.9M
AA
1034
ALPS Advisors
Colorado
$65.8M
SCA
1035
Stonebridge Capital Advisors
Minnesota
$65.8M
BFA
1036
Beaumont Financial Advisors
Massachusetts
$65.8M
CDDEC
1037
Caisse Des Depots Et Consignations
France
$65.8M
ATPW
1038
Ashton Thomas Private Wealth
Arizona
$65.7M
ET
1039
Equitable Trust
Tennessee
$65.7M
PIM
1040
Penobscot Investment Management
Massachusetts
$65.7M
TI
1041
Trexquant Investment
Connecticut
$65.6M
TCM
1042
Twin Capital Management
Pennsylvania
$65.6M
DCM
1043
Dupont Capital Management
Delaware
$65.6M
PTC
1044
Philadelphia Trust Company
Pennsylvania
$65.5M
SWM
1045
Spire Wealth Management
Virginia
$65.5M
CW
1046
CreativeOne Wealth
Kansas
$65.3M
JWBC
1047
J.W. Burns & Co
New York
$65.2M
BVDMP
1048
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$65.1M
MIM
1049
Morningstar Investment Management
Illinois
$64.7M
YC
1050
Yarbrough Capital
Tennessee
$64.6M