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Microsoft

5,741 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 235 funds opening new positions, 2,536 increasing their positions, 2,589 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: 5,6995,741 (+42)

2% less repeat investments, than reductions

Existing positions increased: 2,536 | Existing positions reduced: 2,589

Holders
5,741
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,110
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
MCG
1851
McCollum Christoferson Group
New York
$22M
MAM
1852
Mirabaud Asset Management
United Kingdom
$22M
SI
1853
Symmetry Investments
Jersey
$22M
CIM
1854
CIM Investment Management
Pennsylvania
$21.9M
BCM
1855
Bourgeon Capital Management
Connecticut
$21.9M
CFP
1856
Catalyst Financial Partners
Massachusetts
$21.9M
SCA
1857
Sage Capital Advisors
South Dakota
$21.8M
LC
1858
Lincoln Capital
Nebraska
$21.8M
SBWIC
1859
Schaper Benz & Wise Investment Counsel
Wisconsin
$21.8M
LHC
1860
Little House Capital
Massachusetts
$21.8M
NG
1861
NatWest Group
United Kingdom
$21.8M
SGA
1862
Strategic Global Advisors
California
$21.8M
JSP
1863
Jackson Square Partners
California
$21.7M
JPMIA
1864
J.P. Marvel Investment Advisors
Massachusetts
$21.7M
MKA
1865
M. Kulyk & Associates
Georgia
$21.6M
AWA
1866
Artemis Wealth Advisors
New York
$21.6M
LKIM
1867
Lawson Kroeker Investment Management
Nebraska
$21.5M
OFG
1868
Oxford Financial Group
Indiana
$21.5M
MG
1869
Marex Group
$21.5M
KWM
1870
Keebeck Wealth Management
Illinois
$21.5M
CA
1871
Cache Advisors
California
$21.4M
MAM
1872
Morse Asset Management
Connecticut
$21.4M
FIB
1873
First Interstate Bank
Montana
$21.4M
GM
1874
GeoWealth Management
Illinois
$21.3M
FPGK
1875
Financial Partners Group (Kansas)
Kansas
$21.3M