MSFT icon

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
CCA
1276
Checchi Capital Advisers
California
$43.5M
KIM
1277
Kestra Investment Management
Texas
$43.5M
MG
1278
Mather Group
Illinois
$43.4M
CA
1279
CSM Advisors
Pennsylvania
$43.3M
CNBT
1280
Canandaigua National Bank & Trust
New York
$43.3M
SAI
1281
Savvy Advisors Inc
New York
$43.2M
BAM
1282
Belpointe Asset Management
Nevada
$43.2M
OMC
1283
Overbrook Management Corp
New York
$43.1M
LA
1284
Lakeside Advisors
Washington
$43M
ILCM
1285
Ivy Lane Capital Management
Florida
$42.8M
HVIA
1286
Hudson Valley Investment Advisors
New York
$42.7M
DBG
1287
De Burlo Group
Massachusetts
$42.7M
SIG
1288
Sky Investment Group
Connecticut
$42.6M
TAM
1289
Trust Asset Management
Texas
$42.6M
MC
1290
Mirabaud & Cie
Switzerland
$42.5M
WAM
1291
Wallington Asset Management
Indiana
$42.4M
IAIM
1292
International Assets Investment Management
Florida
$42.3M
AWM
1293
Angeles Wealth Management
California
$42.2M
PNAA
1294
Pictet North America Advisors
Switzerland
$42.2M
GXJ
1295
Global X Japan
Japan
$42.2M
PJSIMP
1296
P.J. Schmidt Investment Management (PJS)
Wisconsin
$42.1M
AG
1297
AlTi Global
New York
$41.9M
CANC
1298
Culbertson A N & Co
Virginia
$41.9M
AC
1299
AMS Capital
Brazil
$41.9M
PCM
1300
Palisade Capital Management
New Jersey
$41.9M