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Microsoft

5,739 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,533 increasing their positions, 2,589 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:

1.57% more ownership

Funds ownership: 70.77%72.34% (+1.6%)

1% more funds holding

Funds holding: 5,6965,739 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,589

Holders
5,739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
CWM
1151
Circle Wealth Management
New Jersey
$52.8M
GAB
1152
German American Bancorp
Indiana
$52.8M
WPC
1153
Wedmont Private Capital
Pennsylvania
$52.7M
HT
1154
Heritage Trust
Oklahoma
$52.7M
1WA
1155
180 Wealth Advisors
Washington
$52.7M
FMC
1156
First Merchants Corp
Indiana
$52.5M
OIC
1157
Orion Investment Company
Missouri
$52.4M
WSCM
1158
Wellington Shields Capital Management
New York
$52.4M
UAS
1159
United Asset Strategies
New York
$52.3M
LW
1160
Linscomb Wealth
Texas
$52.2M
MCM
1161
MKP Capital Management
New York
$52.2M
CM
1162
Churchill Management
California
$52.2M
CC
1163
Cornerstone Capital
California
$52.2M
BC
1164
Belmont Capital
California
$52M
CFM
1165
Coronation Fund Managers
South Africa
$52M
AFG
1166
Atomi Financial Group
New York
$51.9M
LA
1167
Lynch & Associates
Indiana
$51.7M
QIM
1168
Quest Investment Management
Oregon
$51.7M
GC
1169
Garde Capital
Washington
$51.6M
MIM
1170
Manitou Investment Management
Ontario, Canada
$51.5M
WA
1171
WestEnd Advisors
North Carolina
$51.3M
TFS
1172
Thoroughbred Financial Services
Tennessee
$51.2M
AIM
1173
Anchor Investment Management
South Carolina
$51.1M
TP
1174
TenCore Partners
New York
$51M
BCM
1175
Benchstone Capital Management
New York
$50.9M