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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
ANTB
1426
AMG National Trust Bank
Colorado
$35.9M
WCMN
1427
Westchester Capital Management (Nebraska)
Nebraska
$35.9M
SAG
1428
SageView Advisory Group
California
$35.9M
WC
1429
Westerkirk Capital
$35.8M
HCM
1430
Horiko Capital Management
New York
$35.8M
VWM
1431
Valley Wealth Managers
New Jersey
$35.8M
ECM
1432
Exchange Capital Management
Michigan
$35.8M
IBOK
1433
Independence Bank of Kentucky
Kentucky
$35.8M
PA
1434
Procyon Advisors
Connecticut
$35.7M
WB
1435
Webster Bank
Connecticut
$35.7M
NCM
1436
Nelson Capital Management
California
$35.6M
RP
1437
Rice Partnership
Hawaii
$35.6M
CIC
1438
Cutler Investment Counsel
Oregon
$35.6M
TC
1439
TownSquare Capital
Utah
$35.5M
GGI
1440
Godsey & Gibb Inc
Virginia
$35.5M
WCA
1441
Waratah Capital Advisors
Ontario, Canada
$35.4M
MMG
1442
Monetary Management Group
Missouri
$35.3M
AAM
1443
Azzad Asset Management
Virginia
$35.3M
MC
1444
MIG Capital
California
$35.2M
AG
1445
Algert Global
California
$35.1M
HIC
1446
Holderness Investments Company
North Carolina
$35.1M
RIL
1447
Rothschild Investment LLC
Illinois
$35.1M
PCMC
1448
Paragon Capital Management (Colorado)
Colorado
$35M
FVWA
1449
Foster Victor Wealth Advisors
South Carolina
$34.9M
SAM
1450
Smartleaf Asset Management
Massachusetts
$34.8M