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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
VEA
4301
Virtus ETF Advisers
New York
$2.69M
SHF
4302
Safe Harbor Fiduciary
Florida
$2.68M -$61.7K -142 -3%
SI
4303
Stonekeep Investments
New Mexico
$2.68M -$53.4K -123 -2%
PPWM
4304
Perissos Private Wealth Management
Oklahoma
$2.68M +$7.82K +18 +0.3%
SWIG
4305
Strategic Wealth Investment Group
Kentucky
$2.68M +$34.7K +80 +2%
PRI
4306
Prepared Retirement Institute
Pennsylvania
$2.68M +$56.5K +130 +2%
SFPG
4307
Stonebridge Financial Planning Group
Florida
$2.68M -$146K -336 -6%
MWC
4308
MBM Wealth Consultants
Missouri
$2.68M +$128K +294 +6%
MWA
4309
MN Wealth Advisors
Kansas
$2.67M +$286K +658 +14%
HFS
4310
Hoge Financial Services
Pennsylvania
$2.67M -$210K -483 -8%
TA
4311
TrueWealth Advisors
Alabama
$2.67M +$6.95K +16 +0.3%
SFC
4312
Strategic Financial Concepts
Texas
$2.66M -$726K -1,671 -24%
JHC
4313
J. Hagan Capital
Kentucky
$2.66M +$40.8K +94 +2%
TPWM
4314
Twelve Points Wealth Management
Massachusetts
$2.65M +$85.1K +196 +4%
MWM
4315
MFG Wealth Management
Indiana
$2.65M -$26.9K -62 -1%
MSWM
4316
Mowery & Schoenfeld Wealth Management
Illinois
$2.64M +$96K +221 +4%
CPA
4317
Cathy Pareto & Associates
Florida
$2.63M -$87.7K -202 -4%
MCM
4318
Mainstream Capital Management
California
$2.63M -$24.3K -56 -1%
GWWM
4319
Great Waters Wealth Management
Minnesota
$2.63M +$108K +248 +5%
DI
4320
Disciplined Investors
Texas
$2.62M +$48.2K +111 +2%
TCM
4321
TruNorth Capital Management
Michigan
$2.62M -$105K -242 -4%
AWM
4322
Accredited Wealth Management
Kentucky
$2.62M -$113K -260 -5%
TWM
4323
Tolleson Wealth Management
Texas
$2.62M +$22.1K +51 +1%
WMWM
4324
Whitaker-Myers Wealth Managers
Ohio
$2.62M +$619K +1,426 +37%
ACA
4325
Ascension Capital Advisors
Texas
$2.61M -$12.2K -28 -0.5%

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.