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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
BWFA
1026
Baltimore-Washington Financial Advisors
Maryland
$66M
TCM
1027
Tran Capital Management
California
$66M
JWM
1028
Jackson Wealth Management
Florida
$65.9M
AA
1029
ALPS Advisors
Colorado
$65.8M
SCA
1030
Stonebridge Capital Advisors
Minnesota
$65.8M
BFA
1031
Beaumont Financial Advisors
Massachusetts
$65.8M
CDDEC
1032
Caisse Des Depots Et Consignations
France
$65.8M
ATPW
1033
Ashton Thomas Private Wealth
Arizona
$65.7M
ET
1034
Equitable Trust
Tennessee
$65.7M
PIM
1035
Penobscot Investment Management
Massachusetts
$65.7M
TI
1036
Trexquant Investment
Connecticut
$65.6M
TCM
1037
Twin Capital Management
Pennsylvania
$65.6M
DCM
1038
Dupont Capital Management
Delaware
$65.6M
PTC
1039
Philadelphia Trust Company
Pennsylvania
$65.5M
SWM
1040
Spire Wealth Management
Virginia
$65.5M
CW
1041
CreativeOne Wealth
Kansas
$65.3M
JWBC
1042
J.W. Burns & Co
New York
$65.2M
BVDMP
1043
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$65.1M
MIM
1044
Morningstar Investment Management
Illinois
$64.7M
YC
1045
Yarbrough Capital
Tennessee
$64.6M
WIM
1046
Weitz Investment Management
Nebraska
$64.4M
AIM
1047
Avity Investment Management
Connecticut
$64.2M
HH
1048
Hilltop Holdings
Texas
$64M
KFP
1049
KMG Fiduciary Partners
Ohio
$63.9M
BOH
1050
Bank of Hawaii
Hawaii
$63.3M