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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
NHT
1601
New Hampshire Trust
New Hampshire
$29.2M
PM
1602
Phraction Management
Connecticut
$29.2M
CWA
1603
Consilio Wealth Advisors
Washington
$29.1M
CFG
1604
Cooper Financial Group
California
$29M
SIG
1605
Sargent Investment Group
Maryland
$29M
RWM
1606
RKL Wealth Management
Pennsylvania
$28.9M
CAAS
1607
Capital Asset Advisory Services
Michigan
$28.9M
SL
1608
Salomon & Ludwin
Virginia
$28.8M
DIP
1609
DT Investment Partners
Pennsylvania
$28.8M
CB
1610
Community Bank
New York
$28.8M
AMCA
1611
Arthur M. Cohen & Associates
Illinois
$28.7M
EAMA
1612
EFG Asset Management (Americas)
Florida
$28.7M
PFBT
1613
Parkside Financial Bank & Trust
Missouri
$28.7M
SB
1614
Strategic Blueprint
Georgia
$28.7M
KP
1615
Keel Point
Alabama
$28.6M
LJHT
1616
Laurie J. Hall Trustee
$28.6M
RCP
1617
Rothschild Capital Partners
New York
$28.6M
BL
1618
BFSG LLC
California
$28.6M
AWM
1619
Avior Wealth Management
Nebraska
$28.6M
KA
1620
Kovack Advisors
Florida
$28.4M
WPP
1621
Whalerock Point Partners
Rhode Island
$28.4M
NM
1622
NWI Management
New York
$28.4M
FMB
1623
Field & Main Bank
Kentucky
$28.3M
DIM
1624
Delta Investment Management
California
$28.3M
AAM
1625
Augustine Asset Management
Florida
$28.3M