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Microsoft

5,734 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, 2,585 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: 5,6925,734 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,533 | Existing positions reduced: 2,585

Holders
5,734
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
NSIM
1201
North Star Investment Management
Illinois
$48.1M
CHCM
1202
Columbus Hill Capital Management
New Jersey
$48M
CPIM
1203
Coalescence Partners Investment Management
New York
$47.9M
LDB
1204
Lee, Danner & Bass
Tennessee
$47.9M
CT
1205
Coastline Trust
Rhode Island
$47.6M
BWP
1206
Barlow Wealth Partners
Kentucky
$47.6M
BST
1207
Bath Savings Trust
Maine
$47.5M
WAP
1208
Wealthcare Advisory Partners
Pennsylvania
$47.5M
SSA
1209
Schonfeld Strategic Advisors
New York
$47.4M
CVA
1210
Ceredex Value Advisors
Florida
$47.3M
TSW
1211
Thompson Siegel & Walmsley
Virginia
$47.3M
TA
1212
TruWealth Advisors
Louisiana
$47.3M
IWA
1213
Icon Wealth Advisors
Texas
$47.1M
MSR
1214
Main Street Research
Connecticut
$47.1M
GIA
1215
Gladstone Institutional Advisory
Florida
$47.1M
DA
1216
Denali Advisors
California
$47.1M
PI
1217
Pennant Investors
New Jersey
$47.1M
MAM
1218
Mark Asset Management
New York
$46.9M
NO
1219
Ninety One
South Africa
$46.8M
SVWAG
1220
Sound View Wealth Advisors Group
Georgia
$46.8M
CIA
1221
Covington Investment Advisors
Pennsylvania
$46.8M
LIM
1222
Leavell Investment Management
Alabama
$46.7M
GDADCM
1223
Groupe des Assurances du Credit Mutuel
France
$46.6M
VA
1224
VestGen Advisors
Illinois
$46.5M
RPC
1225
Rossmore Private Capital
Connecticut
$46.3M