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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
IAG
4276
Investmark Advisory Group
Connecticut
$2.76M +$178K +411 +8%
TPW
4277
Talon Private Wealth
Florida
$2.76M -$298K -686 -11%
PGCM
4278
Prescott Group Capital Management
Oklahoma
$2.75M +$146K +337 +6%
MSWMA
4279
Market Street Wealth Management Advisors
Indiana
$2.75M +$575K +1,324 +32%
CAGAS
4280
Capital Advisory Group Advisory Services
Minnesota
$2.75M -$1.27M -2,920 -35%
SA
4281
SRH Advisors
Kansas
$2.75M -$17.8K -41 -0.7%
RP
4282
Riverwater Partners
Wisconsin
$2.75M +$163K +375 +7%
RWMH
4283
Riverpoint Wealth Management Holdings
Illinois
$2.74M +$3.91K +9 +0.2%
PP
4284
PrairieView Partners
Minnesota
$2.74M +$434 +1 +0%
BBW
4285
Blue Barn Wealth
Utah
$2.74M +$240K +553 +11%
CFC
4286
Coyle Financial Counsel
Illinois
$2.74M +$205K +471 +9%
SC
4287
Saiph Capital
New Jersey
$2.74M +$521K +1,200 +28%
CMANY
4288
Capital Management Associates (New York)
New York
$2.74M
SAM
4289
Strive Asset Management
Ohio
$2.73M -$514K -1,184 -18%
TFA
4290
Tobias Financial Advisors
Florida
$2.72M +$353K +814 +17%
HIG
4291
Heritage Investment Group
Florida
$2.72M -$68.6K -158 -3%
SGWM
4292
Sterling Group Wealth Management
California
$2.72M -$39.1K -90 -2%
FFM
4293
Flagstone Financial Management
Nebraska
$2.72M +$1.3K +3 +0.1%
FI
4294
Fosun International
China
$2.71M -$514K -1,183 -18%
EMAM
4295
Encompass More Asset Management
California
$2.71M -$66.4K -153 -3%
PWM
4296
Palacios Wealth Management
Florida
$2.71M +$96.4K +222 +4%
PIA
4297
Prakash Investment Advisors
Massachusetts
$2.7M -$43.4K -100 -1%
GIM
4298
Groesbeck Investment Management
New Jersey
$2.69M -$38.2K -88 -2%
RCI
4299
RS Crum Inc
California
$2.69M +$25.2K +58 +1%
GCWM
4300
Guided Capital Wealth Management
Texas
$2.69M +$9.12K +21 +0.4%

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.