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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
SM
4326
Samjo Management
New York
$2.61M
IA
4327
IMZ Advisory
Florida
$2.61M +$5.21K +12 +0.2%
EWM
4328
Endowment Wealth Management
Wisconsin
$2.6M +$235K +541 +12%
JWM
4329
Jacksonville Wealth Management
Florida
$2.6M +$95.1K +219 +4%
KWM
4330
Kaydan Wealth Management
Michigan
$2.6M
RW
4331
RVW Wealth
California
$2.6M -$522K -1,202 -19%
WPW
4332
Watershed Private Wealth
Illinois
$2.59M -$720K -1,657 -24%
Cohen & Steers
4333
Cohen & Steers
New York
$2.59M +$178K +410 +9%
BWS
4334
Broadway Wealth Solutions
Texas
$2.59M +$4.78K +11 +0.2%
DFS
4335
Dixon Fnancial Services
California
$2.59M -$109K -250 -5%
NCG
4336
Newport Capital Group
New Jersey
$2.58M -$75.1K -173 -3%
AIC
4337
Argus Investors Counsel
New York
$2.57M -$420K -968 -16%
DA
4338
Doliver Advisors
Texas
$2.56M -$138K -317 -6%
NWMG
4339
National Wealth Management Group
Ohio
$2.56M +$34.3K +79 +2%
IWA
4340
Inspirion Wealth Advisors
Illinois
$2.56M -$315K -725 -12%
SWIM
4341
Smallwood Wealth Investment Management
New Jersey
$2.56M +$92.1K +212 +4%
KDA
4342
Kraft Davis & Associates
Missouri
$2.55M -$3.47K -8 -0.2%
BCG
4343
BayBridge Capital Group
California
$2.55M +$60.4K +139 +3%
WCBA
4344
Weaver C. Barksdale & Associates
Tennessee
$2.55M -$19.1K -44 -0.9%
SC
4345
Seldon Capital
California
$2.55M
AP
4346
Atwood & Palmer
Missouri
$2.55M +$69.9K +161 +3%
HFP
4347
Holistic Financial Partners
Indiana
$2.55M -$107K -247 -5%
GFG
4348
GR Financial Group
Arizona
$2.54M +$147K +338 +7%
FWM
4349
Fingerlakes Wealth Management
New York
$2.54M -$6.95K -16 -0.3%
FIBT
4350
First International Bank & Trust
North Dakota
$2.54M -$109K -252 -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.