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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
BIM
2401
Barton Investment Management
Pennsylvania
$12.8M
RMP
2402
Richards, Merrill & Peterson
Washington
$12.8M
WA1
2403
Wimmer Associates 1
California
$12.8M
MFS
2404
Mattson Financial Services
Michigan
$12.8M
CFO
2405
CVA Family Office
Colorado
$12.8M
MA
2406
MJP Associates
Connecticut
$12.7M
LI
2407
Louisbourg Investments
New Brunswick, Canada
$12.7M
I
2408
InvesTrust
Oklahoma
$12.7M
DJYG
2409
David J. Yvars Group
Florida
$12.7M
LCM
2410
Liberty Capital Management
Michigan
$12.6M
SC
2411
Settian Capital
New York
$12.6M
AWCI
2412
Alpine Woods Capital Investors
New York
$12.6M
LMKC
2413
L.M. Kohn & Company
Ohio
$12.6M
AG
2414
Advocate Group
Minnesota
$12.6M
APIM
2415
Agate Pass Investment Management
Washington
$12.6M
BWM
2416
BKM Wealth Management
Wisconsin
$12.6M
ECP
2417
Elwood Capital Partners
New York
$12.6M
WMA
2418
West Michigan Advisors
Michigan
$12.5M
GP
2419
Greenline Partners
New York
$12.5M
CBB
2420
Citizens Business Bank
California
$12.5M
CP
2421
Canopy Partners
Ohio
$12.5M
EC
2422
Enhancing Capital
Pennsylvania
$12.5M
JWA
2423
JFS Wealth Advisors
Pennsylvania
$12.5M
RFP
2424
Root Financial Partners
California
$12.5M
SC
2425
Sawyer & Company
Massachusetts
$12.5M