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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
LG
1276
LaFleur & Godfrey
Michigan
$43.6M
RC
1277
Randolph Company
Ohio
$43.6M
CMI
1278
Clare Market Investments
Texas
$43.5M
BCM
1279
Bridgeway Capital Management
Texas
$43.5M
CCA
1280
Checchi Capital Advisers
California
$43.5M
KIM
1281
Kestra Investment Management
Texas
$43.5M
MG
1282
Mather Group
Illinois
$43.4M
CA
1283
CSM Advisors
Pennsylvania
$43.3M
CNBT
1284
Canandaigua National Bank & Trust
New York
$43.3M
SAI
1285
Savvy Advisors Inc
New York
$43.2M
BAM
1286
Belpointe Asset Management
Nevada
$43.2M
OMC
1287
Overbrook Management Corp
New York
$43.1M
LA
1288
Lakeside Advisors
Washington
$43M
ILCM
1289
Ivy Lane Capital Management
Florida
$42.8M
HVIA
1290
Hudson Valley Investment Advisors
New York
$42.7M
DBG
1291
De Burlo Group
Massachusetts
$42.7M
SIG
1292
Sky Investment Group
Connecticut
$42.6M
TAM
1293
Trust Asset Management
Texas
$42.6M
MC
1294
Mirabaud & Cie
Switzerland
$42.5M
WAM
1295
Wallington Asset Management
Indiana
$42.4M
IAIM
1296
International Assets Investment Management
Florida
$42.3M
AWM
1297
Angeles Wealth Management
California
$42.2M
PNAA
1298
Pictet North America Advisors
Switzerland
$42.2M
GXJ
1299
Global X Japan
Japan
$42.2M
PJSIMP
1300
P.J. Schmidt Investment Management (PJS)
Wisconsin
$42.1M