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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
AG
1301
AlTi Global
New York
$41.9M
CANC
1302
Culbertson A N & Co
Virginia
$41.9M
AC
1303
AMS Capital
Brazil
$41.9M
PCM
1304
Palisade Capital Management
New Jersey
$41.9M
BONST
1305
Bank of Nova Scotia Trust
Ontario, Canada
$41.8M
PWMAG
1306
Pinnacle Wealth Management Advisory Group
New Jersey
$41.8M
FNA
1307
First National Advisers
Nebraska
$41.7M
AC
1308
Armistice Capital
New York
$41.7M
LCI
1309
L1 Capital International
Australia
$41.5M
GIM
1310
Goelzer Investment Management
Indiana
$41.5M
AC
1311
Avestar Capital
New York
$41.4M
1SB
1312
1ST Source Bank
Indiana
$41.4M
EWM
1313
Edge Wealth Management
New York
$41.4M
SRC
1314
Shufro Rose & Co
New York
$41.3M
RCM
1315
Rings Capital Management
Illinois
$41.3M
MNBTD
1316
Moody National Bank Trust Division
Texas
$41.2M
WIC
1317
Woodmont Investment Counsel
Tennessee
$41.2M
HAIM
1318
Hunter Associates Investment Management
Pennsylvania
$41.2M
JCM
1319
Janney Capital Management
Pennsylvania
$41.2M
OA
1320
Oxbow Advisors
Texas
$41.1M
VPI
1321
Value Partners Investments
Manitoba, Canada
$41.1M
TW
1322
TritonPoint Wealth
Maryland
$41.1M
HR
1323
Howe & Rusling
New York
$41.1M
DA
1324
Dash Acquisitions
California
$41.1M
TCM
1325
Trybe Capital Management
Connecticut
$41M