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Microsoft

5,736 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, 2,587 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: 5,6935,736 (+43)

2% less repeat investments, than reductions

Existing positions increased: 2,532 | Existing positions reduced: 2,587

Holders
5,736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,109
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
PCTC
1526
Perkins Coie Trust Company
Washington
$31.6M
IIM
1527
Intact Investment Management
Quebec, Canada
$31.6M
IIM
1528
Ipswich Investment Management
Massachusetts
$31.5M
OAG
1529
Orbis Allan Gray
Bermuda
$31.5M
MPM
1530
MBB Public Markets
Illinois
$31.3M
SI
1531
Sora Investors
Pennsylvania
$31.3M
TPA
1532
Trivium Point Advisory
Connecticut
$31.3M
SMA
1533
Sage Mountain Advisors
Georgia
$31.2M
PCP
1534
Proficio Capital Partners
Massachusetts
$31.2M
BAM
1535
Bell Asset Management
Australia
$31.2M
TFA
1536
Toth Financial Advisory
Virginia
$31.1M
CIC
1537
Canal Insurance Company
South Carolina
$31.1M
RFM
1538
Royal Fund Management
Florida
$31.1M
OMG
1539
One Madison Group
New York
$31M
AIA
1540
Allied Investment Advisors
Montana
$31M
AG
1541
Amiral Gestion
France
$30.9M
ZF
1542
Zhang Financial
Michigan
$30.9M
RIA
1543
RPG Investment Advisory
California
$30.8M
TCWA
1544
Turtle Creek Wealth Advisors
Texas
$30.8M
AFCM
1545
Applied Finance Capital Management
Puerto Rico
$30.8M
BP
1546
Broadleaf Partners
Ohio
$30.8M
DAM
1547
Deltec Asset Management
New York
$30.8M
ACS
1548
Archford Capital Strategies
Illinois
$30.8M
GIM
1549
Generali Investments Management
Slovenia
$30.7M
SSW
1550
Stone Summit Wealth
Florida
$30.7M