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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
MAM
4201
MMA Asset Management
Pennsylvania
$2.97M +$294K +678 +13%
WF
4202
WinCap Financial
Massachusetts
$2.97M -$836K -1,924 -24%
AFA
4203
Antonelli Financial Advisors
Michigan
$2.97M +$46.5K +107 +2%
PWA
4204
PCG Wealth Advisors
Kansas
$2.96M +$11.3K +26 +0.4%
CP
4205
Creekside Partners
California
$2.96M -$190K -438 -7%
PWA
4206
Prairie Wealth Advisors
Nebraska
$2.95M -$81.2K -187 -3%
LF
4207
Lighthouse Financial
Florida
$2.95M -$174K -400 -6%
CWA
4208
CogentBlue Wealth Advisors
Tennessee
$2.95M -$78.2K -180 -3%
IWP
4209
Innova Wealth Partners
Pennsylvania
$2.94M +$31.7K +73 +1%
GWAG
4210
Garrett Wealth Advisory Group
Texas
$2.94M +$19.1K +44 +0.7%
ACM
4211
Ascent Capital Management
Oregon
$2.94M +$19.1K +44 +0.7%
GFA
4212
Gallagher Fiduciary Advisors
Illinois
$2.94M -$111K -256 -4%
HC
4213
Hara Capital
Washington
$2.94M -$8.69K -20 -0.3%
PBO
4214
Peoples Bank (Ohio)
Ohio
$2.94M -$56K -129 -2%
MPW
4215
Magnolia Private Wealth
Pennsylvania
$2.93M -$5.21K -12 -0.2%
ADBIC
4216
A.D. Beadell Investment Counsel
Wisconsin
$2.93M +$73.8K +170 +3%
CWA
4217
Cura Wealth Advisors
Illinois
$2.93M -$66.4K -153 -3%
YWS
4218
Yarger Wealth Strategies
Ohio
$2.93M +$239K +550 +10%
RA
4219
Ruggaard & Associates
Ohio
$2.93M +$12.2K +28 +0.5%
PG
4220
Prostatis Group
Maryland
$2.93M -$96K -221 -4%
PFM
4221
Potomac Fund Management
Florida
$2.92M -$4.78K -11 -0.2%
SP
4222
Sequent Planning
Nebraska
$2.92M +$152K +349 +6%
IP
4223
Integras Partners
Georgia
$2.92M -$65.1K -150 -2%
BW
4224
Blalock Williams
Alabama
$2.92M +$429K +988 +20%
JWWM
4225
Johnson & White Wealth Management
Pennsylvania
$2.9M -$44.3K -102 -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.