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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
KA
1651
Kozak & Associates
Colorado
$27M
PRRFG
1652
Paul R. Ried Financial Group
Washington
$27M
CAG
1653
Csenge Advisory Group
Florida
$27M
UOTTAIMCU
1654
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27M
VAS
1655
Valicenti Advisory Services
New York
$26.9M
GPTE
1656
Generali Powszechne Towarzystwo Emerytalne
Poland
$26.9M
LOIM
1657
Liberty One Investment Management
Illinois
$26.9M
SCA
1658
St. Clair Advisors
Ohio
$26.9M
CI
1659
Conning Inc
Connecticut
$26.9M
FTC
1660
Farmers Trust Company
Ohio
$26.8M
CRB
1661
Chad R. Baker
$26.7M
CAM
1662
Cypress Asset Management
Texas
$26.7M
AOWM
1663
Alpha Omega Wealth Management
Virginia
$26.6M
GLR
1664
Great Lakes Retirement
Ohio
$26.6M
HWM
1665
Heirloom Wealth Management
Colorado
$26.6M
SIC
1666
SFE Investment Counsel
California
$26.6M
EFG
1667
Everhart Financial Group
Ohio
$26.6M
HFS
1668
Haverford Financial Services
Pennsylvania
$26.5M
MC
1669
Miramar Capital
Illinois
$26.5M
EFG
1670
Embree Financial Group
Illinois
$26.5M
NAS
1671
Nicolet Advisory Services
Wisconsin
$26.5M
HPIA
1672
Hamilton Point Investment Advisors
North Carolina
$26.5M
KF
1673
Krilogy Financial
Missouri
$26.4M
TAM
1674
Thematics Asset Management
France
$26.4M
BCB
1675
Brian C. Broderick
$26.4M