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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
WIM
1051
Weitz Investment Management
Nebraska
$64.4M
AIM
1052
Avity Investment Management
Connecticut
$64.2M
HH
1053
Hilltop Holdings
Texas
$64M
KFP
1054
KMG Fiduciary Partners
Ohio
$63.9M
BOH
1055
Bank of Hawaii
Hawaii
$63.3M
CCA
1056
Cobblestone Capital Advisors
New York
$63.1M
PIA
1057
Petredis Investment Advisors
Pennsylvania
$62.9M
BC
1058
Burney Company
Virginia
$62.8M
VCAM
1059
Van Cleef Asset Management
Ohio
$62.7M
SCM
1060
SCS Capital Management
Massachusetts
$62.5M
MK
1061
MASTERINVEST Kapitalanlage
$62.5M
SPC
1062
Stony Point Capital
New York
$62.1M
CA
1063
Callahan Advisors
Texas
$62M
IWM
1064
IHT Wealth Management
Illinois
$61.8M
KB
1065
Kimelman & Baird
New York
$61.8M
UAM
1066
UAS Asset Management
New York
$61.7M
OCM
1067
One Capital Management
California
$61.3M
EW
1068
Evoke Wealth
California
$61.3M
MAM
1069
Martingale Asset Management
Massachusetts
$61.3M
PI
1070
PFG Investments
New York
$61.2M
USCWA
1071
U.S. Capital Wealth Advisors
Texas
$61.2M
FCMC
1072
Founders Capital Management (Connecticut)
Connecticut
$61.1M
SGM
1073
Seven Grand Managers
New York
$61.1M
TPCW
1074
TD Private Client Wealth
New York
$61M
CAL
1075
Capital Analysts LLC
Pennsylvania
$60.9M