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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
BFC
1201
Blue Fin Capital
Rhode Island
$48.7M
CAM
1202
Capco Asset Management
Florida
$48.6M
SB
1203
Simmons Bank
Arkansas
$48.6M
CCP
1204
Clough Capital Partners
Massachusetts
$48.6M
SVCP
1205
Silicon Valley Capital Partners
California
$48.3M
NSIM
1206
North Star Investment Management
Illinois
$48.1M
CHCM
1207
Columbus Hill Capital Management
New Jersey
$48M
CPIM
1208
Coalescence Partners Investment Management
New York
$47.9M
LDB
1209
Lee, Danner & Bass
Tennessee
$47.9M
CT
1210
Coastline Trust
Rhode Island
$47.6M
BWP
1211
Barlow Wealth Partners
Kentucky
$47.6M
BST
1212
Bath Savings Trust
Maine
$47.5M
WAP
1213
Wealthcare Advisory Partners
Pennsylvania
$47.5M
SSA
1214
Schonfeld Strategic Advisors
New York
$47.4M
CVA
1215
Ceredex Value Advisors
Florida
$47.3M
TSW
1216
Thompson Siegel & Walmsley
Virginia
$47.3M
TA
1217
TruWealth Advisors
Louisiana
$47.3M
IWA
1218
Icon Wealth Advisors
Texas
$47.1M
MSR
1219
Main Street Research
Connecticut
$47.1M
GIA
1220
Gladstone Institutional Advisory
Florida
$47.1M
DA
1221
Denali Advisors
California
$47.1M
PI
1222
Pennant Investors
New Jersey
$47.1M
MAM
1223
Mark Asset Management
New York
$46.9M
NO
1224
Ninety One
South Africa
$46.8M
SVWAG
1225
Sound View Wealth Advisors Group
Georgia
$46.8M