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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
BP
1376
BBR Partners
New York
$38M
BHWM
1377
Bar Harbor Wealth Management
New Hampshire
$37.9M
SIM
1378
SRS Investment Management
New York
$37.9M
VV
1379
Verity & Verity
South Carolina
$37.9M
JRP
1380
Jasper Ridge Partners
California
$37.8M
JWM
1381
JGP Wealth Management
Oregon
$37.7M
ABTD
1382
Arvest Bank Trust Division
Oklahoma
$37.6M
CP
1383
CenterBook Partners
Connecticut
$37.6M
HBT
1384
Hills Bank & Trust
Iowa
$37.5M
VC
1385
Vicus Capital
Pennsylvania
$37.5M
PTC
1386
Private Trust Company
Ohio
$37.4M
JIR
1387
James Investment Research
Ohio
$37.4M
MBTD
1388
Mechanics Bank - Trust Department
California
$37.4M
FGP
1389
Foyston, Gordon, & Payne
Ontario, Canada
$37.1M
CT
1390
Caldwell Trust
Florida
$37.1M
TC
1391
Tenere Capital
New York
$37.1M
ANHIM
1392
Alan N. Hoffman Investment Management
Massachusetts
$37M
BLAM
1393
Bourne Lent Asset Management
New York
$37M
WPI
1394
Walter Public Investments
Canada
$36.9M
DAC
1395
Dividend Assets Capital
South Carolina
$36.9M
SPC
1396
Spirepoint Private Client
Florida
$36.9M
NC
1397
NZS Capital
Colorado
$36.8M
GIA
1398
GHP Investment Advisors
Colorado
$36.8M
CCM
1399
Cohen Capital Management
California
$36.8M
TCM
1400
Tufton Capital Management
Maryland
$36.8M