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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
BDA
1526
Borer Denton & Associates
Pennsylvania
$31.8M
FM
1527
Foster & Motley
Ohio
$31.7M
KFS
1528
Kurt F. Somerville
$31.7M
GCA
1529
Greenwood Capital Associates
South Carolina
$31.7M
PCTC
1530
Perkins Coie Trust Company
Washington
$31.6M
IIM
1531
Intact Investment Management
Quebec, Canada
$31.6M
IIM
1532
Ipswich Investment Management
Massachusetts
$31.5M
OAG
1533
Orbis Allan Gray
Bermuda
$31.5M
MPM
1534
MBB Public Markets
Illinois
$31.3M
SI
1535
Sora Investors
Pennsylvania
$31.3M
TPA
1536
Trivium Point Advisory
Connecticut
$31.3M
SMA
1537
Sage Mountain Advisors
Georgia
$31.2M
PCP
1538
Proficio Capital Partners
Massachusetts
$31.2M
BAM
1539
Bell Asset Management
Australia
$31.2M
TFA
1540
Toth Financial Advisory
Virginia
$31.1M
CIC
1541
Canal Insurance Company
South Carolina
$31.1M
RFM
1542
Royal Fund Management
Florida
$31.1M
OMG
1543
One Madison Group
New York
$31M
AIA
1544
Allied Investment Advisors
Montana
$31M
AG
1545
Amiral Gestion
France
$30.9M
ZF
1546
Zhang Financial
Michigan
$30.9M
RIA
1547
RPG Investment Advisory
California
$30.8M
TCWA
1548
Turtle Creek Wealth Advisors
Texas
$30.8M
AFCM
1549
Applied Finance Capital Management
Puerto Rico
$30.8M
BP
1550
Broadleaf Partners
Ohio
$30.8M