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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
GHA
1076
GW Henssler & Associates
Georgia
$60.7M
RBA
1077
Richard Bernstein Advisors
New York
$60.6M
GI
1078
GAMCO Investors
Connecticut
$60.6M
GWM
1079
Geneos Wealth Management
Colorado
$60.5M
BRWA
1080
B. Riley Wealth Advisors
Florida
$60.5M
SC
1081
Strategy Capital
California
$60.3M
PAI
1082
Pittenger & Anderson Inc
Nebraska
$60.2M
FA
1083
Fiduciary Alliance
South Carolina
$60.2M
C
1084
Chescapmanager
Maryland
$60.1M
HI
1085
Hoey Investments
Pennsylvania
$60.1M
NCM
1086
Novare Capital Management
North Carolina
$60M
LRPA
1087
L. Roy Papp & Associates
Arizona
$59.8M
FRA
1088
Frank Rimerman Advisors
California
$59.8M
AA
1089
Auxano Advisors
Washington
$59.8M
GPCM
1090
Greenbrier Partners Capital Management
Texas
$59.6M
TF
1091
Tompkins Financial
New York
$59.5M
AMI
1092
Amica Mutual Insurance
Rhode Island
$59.5M
CPIG
1093
Chicago Partners Investment Group
Illinois
$59.1M
LNB
1094
Ledyard National Bank
$59.1M
GWMR
1095
GC Wealth Management RIA
Massachusetts
$59M
GMF
1096
Grace & Mercy Foundation
New York
$59M
VIP
1097
Vantage Investment Partners
Missouri
$58.9M
SBFM
1098
S-Bank Fund Management
Finland
$58.9M
CCM
1099
Coerente Capital Management
Ontario, Canada
$58.9M
AP
1100
Appleton Partners
Massachusetts
$58.8M