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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
BB
2001
Bell Bank
North Dakota
$19.1M
OIS
2002
Okabena Investment Services
Minnesota
$19.1M
WAG
2003
Winthrop Advisory Group
Massachusetts
$19.1M
ADL
2004
Asset Dedication LLC
California
$19.1M
ICP
2005
Impact Capital Partners
Colorado
$19.1M
ZDA
2006
Zweig-DiMenna Associates
New York
$19.1M
SIA
2007
SeaBridge Investment Advisors
New Jersey
$19M
AA
2008
Alta Advisers
United Kingdom
$19M
AT
2009
American Trust
Kentucky
$19M
PL
2010
Plancorp LLC
Missouri
$18.9M
MCM
2011
Mattern Capital Management
Colorado
$18.9M
BAM
2012
Brave Asset Management
New Jersey
$18.9M
BCA
2013
Bay Colony Advisors
Massachusetts
$18.9M
TBT
2014
Texas Bank & Trust
Texas
$18.9M
RWA
2015
Roberts Wealth Advisors
California
$18.8M
OSNBOA
2016
Old Second National Bank of Aurora
Illinois
$18.8M
TP
2017
Tranquility Partners
Tennessee
$18.8M
PS
2018
Pennant Select
New Jersey
$18.8M
BWM
2019
BNC Wealth Management
Oregon
$18.8M
GBT
2020
Grove Bank & Trust
Florida
$18.7M
HCM
2021
Huber Capital Management
California
$18.7M
EBT
2022
Enterprise Bank & Trust
Massachusetts
$18.7M
TWM
2023
TLW Wealth Management
Florida
$18.6M
LT
2024
Legacy Trust
Michigan
$18.6M
WAS
2025
WESPAC Advisors SoCal
California
$18.6M