We are live on ! Find out more
MSFT icon

Microsoft

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
AIA
4176
Armor Investment Advisors
North Carolina
$3.04M +$385K +886 +17%
XSC
4177
X-Square Capital
Puerto Rico
$3.04M -$3.91K -9 -0.1%
RFS
4178
Richardson Financial Services
Massachusetts
$3.03M +$135K +310 +5%
MIM
4179
Macroview Investment Management
Maryland
$3.03M +$64.3K +148 +2%
FMP
4180
Financial Management Professionals
Texas
$3.03M +$233K +537 +10%
IPW
4181
Impact Partnership Wealth
Georgia
$3.03M +$492K +1,134 +23%
SCM
4182
Sandler Capital Management
New York
$3.02M +$2.64M +6,081 New
ICM
4183
Intrepid Capital Management
Florida
$3.02M +$367K +845 +16%
KPWG
4184
KFA Private Wealth Group
Virginia
$3.02M +$337K +776 +15%
SWMG
4185
Sanchez Wealth Management Group
Florida
$3.02M -$1.34M -3,075 -34%
CIC
4186
Chase Investment Counsel
Virginia
$3.01M -$364K -839 -12%
MPIA
4187
Milestones Private Investment Advisors
New York
$3.01M +$2.62M +6,044 New
AWP
4188
Atlas Wealth Partners
Pennsylvania
$3M -$159K -366 -6%
TF
4189
TLWM Financial
Texas
$3M +$6.95K +16 +0.3%
JEST
4190
JTC Employer Solutions Trustee
Jersey
$3M -$27.5M -63,435 -91%
GIM
4191
Guild Investment Management
California
$3M
AWM
4192
Abound Wealth Management
Tennessee
$3M +$170K +391 +7%
RIS
4193
Retirement Income Solutions
Michigan
$2.99M +$58.6K +135 +2%
CG
4194
Clifford Group
Massachusetts
$2.99M -$9.99K -23 -0.4%
SCA
4195
Strathmore Capital Advisors
North Carolina
$2.99M +$2.58M +5,933 New
AIM
4196
Avanda Investment Management
Singapore
$2.98M -$2.42M -5,563 -48%
VFM
4197
Viking Fund Management
North Dakota
$2.98M
BOA
4198
Birnam Oak Advisors
New York
$2.98M +$434K +1,000 +20%
EWP
4199
Elevation Wealth Partners
California
$2.98M -$47.3K -109 -2%
LD
4200
Lipe & Dalton
New York
$2.97M

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.