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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, 2,532 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: 2,532 | 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
BHWM
1376
Bar Harbor Wealth Management
New Hampshire
$37.9M
SIM
1377
SRS Investment Management
New York
$37.9M
VV
1378
Verity & Verity
South Carolina
$37.9M
JRP
1379
Jasper Ridge Partners
California
$37.8M
JWM
1380
JGP Wealth Management
Oregon
$37.7M
ABTD
1381
Arvest Bank Trust Division
Oklahoma
$37.6M
CP
1382
CenterBook Partners
Connecticut
$37.6M
HBT
1383
Hills Bank & Trust
Iowa
$37.5M
VC
1384
Vicus Capital
Pennsylvania
$37.5M
PTC
1385
Private Trust Company
Ohio
$37.4M
JIR
1386
James Investment Research
Ohio
$37.4M
MBTD
1387
Mechanics Bank - Trust Department
California
$37.4M
FGP
1388
Foyston, Gordon, & Payne
Ontario, Canada
$37.1M
CT
1389
Caldwell Trust
Florida
$37.1M
TC
1390
Tenere Capital
New York
$37.1M
ANHIM
1391
Alan N. Hoffman Investment Management
Massachusetts
$37M
BLAM
1392
Bourne Lent Asset Management
New York
$37M
WPI
1393
Walter Public Investments
Canada
$36.9M
DAC
1394
Dividend Assets Capital
South Carolina
$36.9M
SPC
1395
Spirepoint Private Client
Florida
$36.9M
NC
1396
NZS Capital
Colorado
$36.8M
GIA
1397
GHP Investment Advisors
Colorado
$36.8M
CCM
1398
Cohen Capital Management
California
$36.8M
TCM
1399
Tufton Capital Management
Maryland
$36.8M
SG
1400
StoneX Group
New York
$36.8M