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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
PBC
1626
Pavion Blue Capital
California
$28.2M
CT
1627
Clearstead Trust
Maine
$28.2M
VST
1628
Van Strum & Towne
California
$28.1M
EAM
1629
EULAV Asset Management
Florida
$28.1M
IA
1630
Integrity Alliance
Iowa
$28.1M
BSC
1631
Brown Shipley & Co
United Kingdom
$28.1M
MWA
1632
Meridian Wealth Advisors
Texas
$28.1M
GLA
1633
Good Life Advisors
Pennsylvania
$28M
CPA
1634
Court Place Advisors
Maryland
$28M
RWM
1635
Rockline Wealth Management
New York
$27.9M
MWM
1636
Mattern Wealth Management
Kansas
$27.7M
SFO
1637
Stokes Family Office
Louisiana
$27.7M
SACTSONJ
1638
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$27.7M
BGDI
1639
BW Gestao de Investimentos
Brazil
$27.7M
AGM
1640
Aragon Global Management
Florida
$27.6M
SFG
1641
SevenBridge Financial Group
Pennsylvania
$27.6M
CP
1642
Capital Planning
Washington
$27.6M
RZH
1643
Relyea Zuckerberg Hanson
Connecticut
$27.6M
BEAM
1644
Baker Ellis Asset Management
Washington
$27.6M
WBC
1645
West Branch Capital
Massachusetts
$27.6M
GWM
1646
GDS Wealth Management
Texas
$27.5M
BWP
1647
Balboa Wealth Partners
Arizona
$27.5M
KJHP
1648
K.J. Harrison & Partners
Ontario, Canada
$27.4M
WGC
1649
Watts Gwilliam & Co
Arizona
$27.3M
CCM
1650
Copeland Capital Management
Pennsylvania
$27.3M