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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
MIP
1701
Marietta Investment Partners
Wisconsin
$25.7M
NIM
1702
Nicollet Investment Management
Minnesota
$25.7M
PCM
1703
Penserra Capital Management
California
$25.7M
RIA
1704
Regal Investment Advisors
Michigan
$25.7M
BWAM
1705
Boyd Watterson Asset Management
Ohio
$25.6M
FC
1706
Farley Capital
New York
$25.6M
HCM
1707
Harvey Capital Management
Florida
$25.5M
CICI
1708
Capital Investment Counsel Inc
North Carolina
$25.5M
AIIMS
1709
Analyst IMS Investment Management Services
Israel
$25.5M
HTIM
1710
Harbour Trust & Investment Management
Indiana
$25.5M
MAM
1711
Mystic Asset Management
Rhode Island
$25.5M
MSAM
1712
Moloney Securities Asset Management
Missouri
$25.4M
CCMINC
1713
Cardinal Capital Management Inc (North Carolina)
North Carolina
$25.4M
RP
1714
Rowlandmiller & Partners
Georgia
$25.3M
1IA
1715
1834 Investment Advisors
Wisconsin
$25.3M
WPW
1716
Waldron Private Wealth
Pennsylvania
$25.3M
RWB
1717
RMR Wealth Builders
New Jersey
$25.3M
SIC
1718
Sigma Investment Counselors
Michigan
$25.1M
CNB
1719
Camden National Bank
Maine
$25.1M
CWP
1720
CFM Wealth Partners
Texas
$25.1M
AF
1721
Apexium Financial
Texas
$25.1M
PR
1722
Payden & Rygel
California
$25.1M
NI
1723
Natural Investments
California
$25.1M
RCAG
1724
Rehmann Capital Advisory Group
Michigan
$25M
SAM
1725
Stansberry Asset Management
Texas
$25M