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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
AHB
1376
Abner Herrman & Brock
New Jersey
$38.2M
MKC
1377
M. Kraus & Co
Vermont
$38.1M
CBA
1378
Coastal Bridge Advisors
Connecticut
$38M
CT
1379
Chicago Trust
Illinois
$38M
BP
1380
BBR Partners
New York
$38M
BHWM
1381
Bar Harbor Wealth Management
New Hampshire
$37.9M
SIM
1382
SRS Investment Management
New York
$37.9M
VV
1383
Verity & Verity
South Carolina
$37.9M
JRP
1384
Jasper Ridge Partners
California
$37.8M
JWM
1385
JGP Wealth Management
Oregon
$37.7M
ABTD
1386
Arvest Bank Trust Division
Oklahoma
$37.6M
CP
1387
CenterBook Partners
Connecticut
$37.6M
HBT
1388
Hills Bank & Trust
Iowa
$37.5M
VC
1389
Vicus Capital
Pennsylvania
$37.5M
PTC
1390
Private Trust Company
Ohio
$37.4M
JIR
1391
James Investment Research
Ohio
$37.4M
MBTD
1392
Mechanics Bank - Trust Department
California
$37.4M
FGP
1393
Foyston, Gordon, & Payne
Ontario, Canada
$37.1M
CT
1394
Caldwell Trust
Florida
$37.1M
TC
1395
Tenere Capital
New York
$37.1M
ANHIM
1396
Alan N. Hoffman Investment Management
Massachusetts
$37M
BLAM
1397
Bourne Lent Asset Management
New York
$37M
WPI
1398
Walter Public Investments
Canada
$36.9M
DAC
1399
Dividend Assets Capital
South Carolina
$36.9M
SPC
1400
Spirepoint Private Client
Florida
$36.9M