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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
RPC
1226
Rossmore Private Capital
Connecticut
$46.3M
RI
1227
RWWM Inc
California
$46.3M
FG
1228
Fiduciary Group
Georgia
$46.3M
RG
1229
Renaissance Group
Kentucky
$46.3M
TAIM
1230
Te Ahumairangi Investment Management
New Zealand
$46.2M
CAM
1231
Columbia Asset Management
Michigan
$46.2M
CA
1232
CapWealth Advisors
Tennessee
$46.1M
CI
1233
CX Institutional
Indiana
$46M
HIA
1234
Harbor Investment Advisory
Maryland
$45.9M
SC
1235
Syon Capital
California
$45.9M
JAG
1236
Journey Advisory Group
Kentucky
$45.8M
SW
1237
SlateStone Wealth
Florida
$45.7M
FNFDCM
1238
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$45.7M
VCA
1239
Verdence Capital Advisors
Maryland
$45.6M
CCB
1240
Country Club Bank
Missouri
$45.5M
KIA
1241
Knollwood Investment Advisory
Maryland
$45.4M
PMG
1242
ProVise Management Group
Florida
$45.4M
ST
1243
Smithfield Trust
Pennsylvania
$45.3M
SIM
1244
Stratos Investment Management
Ohio
$45.3M
TS
1245
Tamar Securities
California
$45.2M
UI
1246
Untitled Investments
New York
$45.2M
CWG
1247
Cornerstone Wealth Group
North Carolina
$45.1M
IPW
1248
Invictus Private Wealth
Colorado
$45M
IIC
1249
Ironwood Investment Counsel
Arizona
$44.9M
MAP
1250
Managed Asset Portfolios
Michigan
$44.9M