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5,814 hedge funds and large institutions have $2.69T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 2,576 increasing their positions, 2,610 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 107

33% more capital invested

Capital invested by funds: $2.02T → $2.69T (+$670B)

26% more call options, than puts

Call options by funds: $57.8B | Put options by funds: $45.7B

11% more funds holding in top 10

Funds holding in top 10: 2,8363,153 (+317)

1% more funds holding

Funds holding: 5,7645,814 (+50)

0.06% more ownership

Funds ownership: 72.37%72.43% (+0.06%)

1% less repeat investments, than reductions

Existing positions increased: 2,576 | Existing positions reduced: 2,610

Holders
5,814
Holders Change
+50
Holders Change %
+0.87%
% of All Funds
76.55%
Holding in Top 10
3,153
Holding in Top 10 Change
+317
Holding in Top 10 Change %
+11.18%
% of All Funds
41.51%
New
237
Increased
2,576
Reduced
2,610
Closed
107
Calls
$57.8B
Puts
$45.7B
Net Calls
+$12.1B
Net Calls Change
+$11.9B
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
4151
First Hawaiian Bank
Hawaii
$3.11M +$213K +490 +9%
LFGO
4152
Legacy Financial Group (Oklahoma)
Oklahoma
$3.11M -$220K -507 -8%
TWM
4153
Trevian Wealth Management
Massachusetts
$3.11M +$59.1K +136 +2%
GSC
4154
G&S Capital
Colorado
$3.11M -$15.2K -35 -0.6%
Betterment LLC
4155
Betterment LLC
New York
$3.1M +$91.6K +211 +4%
RS
4156
Rakuten Securities
Japan
$3.1M -$1.77M -4,074 -40%
DFP
4157
Defined Financial Planning
California
$3.1M +$84.2K +194 +3%
HFAS
4158
Hummer Financial Advisory Services
Illinois
$3.1M +$4.34K +10 +0.2%
PRP
4159
Peak Retirement Planning
Ohio
$3.1M +$294K +678 +12%
LFS
4160
Leibman Financial Services
Nebraska
$3.09M -$492K -1,133 -15%
TCM
4161
Traub Capital Management
Massachusetts
$3.09M +$2.7M +6,213 New
E3F
4162
Eight 31 Financial
Texas
$3.09M -$191K -439 -7%
EHWM
4163
Eads & Heald Wealth Management
Georgia
$3.09M -$110K -253 -4%
DP
4164
Denver PWM
Colorado
$3.08M +$660K +1,519 +32%
AF
4165
Abound Financial
California
$3.08M +$434 +1 +0%
SPAS
4166
Spectrum Planning & Advisory Services
California
$3.08M +$633K +1,457 +31%
CWMGO
4167
Capstone Wealth Management Group (Oregon)
Oregon
$3.08M -$7.82K -18 -0.3%
BL
4168
Balentine LLC
Georgia
$3.08M -$83.8K -193 -3%
SFB
4169
STAR Financial Bank
Indiana
$3.07M -$159K -365 -6%
EE
4170
EWG Elevate
California
$3.07M +$270K +621 +11%
PWM
4171
Paulson Wealth Management
Illinois
$3.06M +$129K +296 +5%
CIG
4172
Cascade Investment Group
Colorado
$3.06M +$360K +828 +16%
NIA
4173
NIA Impact Advisors
California
$3.05M -$35.2K -81 -1%
TFCP
4174
Twin Focus Capital Partners
Massachusetts
$3.05M -$65.1K -150 -2%
CCM
4175
Check Capital Management
California
$3.05M +$41.3K +95 +2%

MSFT Hedge Fund Activity: Q2 2025 in Review

5,814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2025, worth a combined $2.69T — up 33% from $2.02T a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new MSFT positions and 107 closed out — a net gain of 130 holders — while 2,576 added to existing stakes and 2,610 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $7.36B. The largest seller was UBS AM, cutting an estimated $22.7B.

  • 5,814 institutional investors held Microsoft (MSFT) as of Q2 2025, up from 5,764 in Q1 2025.
  • Funds reported $2.69T of Microsoft stock for Q2 2025, up 33% quarter-over-quarter.
  • 237 funds opened new Microsoft positions in Q2 2025 and 107 closed out, a net change of +130 holders.
  • The largest Microsoft buyer in Q2 2025 was Broadwater Capital, an estimated $7.36B added.
  • The largest Microsoft seller in Q2 2025 was UBS AM, an estimated $22.7B sold.

Based on aggregated 13F filings for Q2 2025.