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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
KIM
1276
Kestra Investment Management
Texas
$43.5M
MG
1277
Mather Group
Illinois
$43.4M
CA
1278
CSM Advisors
Pennsylvania
$43.3M
CNBT
1279
Canandaigua National Bank & Trust
New York
$43.3M
SAI
1280
Savvy Advisors Inc
New York
$43.2M
BAM
1281
Belpointe Asset Management
Nevada
$43.2M
OMC
1282
Overbrook Management Corp
New York
$43.1M
LA
1283
Lakeside Advisors
Washington
$43M
ILCM
1284
Ivy Lane Capital Management
Florida
$42.8M
HVIA
1285
Hudson Valley Investment Advisors
New York
$42.7M
DBG
1286
De Burlo Group
Massachusetts
$42.7M
SIG
1287
Sky Investment Group
Connecticut
$42.6M
TAM
1288
Trust Asset Management
Texas
$42.6M
MC
1289
Mirabaud & Cie
Switzerland
$42.5M
WAM
1290
Wallington Asset Management
Indiana
$42.4M
IAIM
1291
International Assets Investment Management
Florida
$42.3M
AWM
1292
Angeles Wealth Management
California
$42.2M
PNAA
1293
Pictet North America Advisors
Switzerland
$42.2M
GXJ
1294
Global X Japan
Japan
$42.2M
PJSIMP
1295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$42.1M
AG
1296
AlTi Global
New York
$41.9M
CANC
1297
Culbertson A N & Co
Virginia
$41.9M
AC
1298
AMS Capital
Brazil
$41.9M
PCM
1299
Palisade Capital Management
New Jersey
$41.9M
BONST
1300
Bank of Nova Scotia Trust
Ontario, Canada
$41.8M