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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
SWM
4351
Sterling Wealth Management
Illinois
$2.54M +$2.21M +5,098 New
NFG
4352
Northeast Financial Group
Pennsylvania
$2.53M -$384K -884 -15%
UIA
4353
Ulland Investment Advisors
Minnesota
$2.53M -$325K -748 -13%
PAM
4354
Prodigy Asset Management
Nebraska
$2.52M
CWM
4355
CarsonAllaria Wealth Management
Illinois
$2.52M -$11.7K -27 -0.5%
OPPS
4356
Obsidian Personal Planning Solutions
Maryland
$2.52M +$3.91K +9 +0.2%
RWM
4357
Rezny Wealth Management
Florida
$2.52M +$49.5K +114 +2%
MAWCM
4358
Mine & Arao Wealth Creation & Management
California
$2.51M +$14.3K +33 +0.7%
4WM
4359
4J Wealth Management
Virginia
$2.51M +$10.9K +25 +0.5%
WAM
4360
WealthTrust Asset Management
Florida
$2.51M -$301K -693 -12%
NCM
4361
Next Capital Management
New York
$2.51M +$534K +1,230 +32%
VC
4362
Veery Capital
Delaware
$2.5M +$139K +319 +7%
MWS
4363
MFA Wealth Services
California
$2.5M +$51.7K +119 +2%
NA
4364
Nautilus Advisors
California
$2.5M +$56K +129 +3%
WWA
4365
Wisconsin Wealth Advisors
Wisconsin
$2.49M -$27.8K -64 -1%
CA
4366
Crumly & Associates
Illinois
$2.49M -$91.2K -210 -4%
MFT
4367
Moisand Fitzgerald Tamayo
Florida
$2.49M +$22.1K +51 +1%
OIM
4368
Opus Investment Management
Massachusetts
$2.49M
AT
4369
Avenir Tech
Hong Kong
$2.49M +$1.72M +3,950 +376%
VIPI
4370
Vista Investment Partners II
Indiana
$2.49M +$22.1K +51 +1%
BAM
4371
Broyhill Asset Management
North Carolina
$2.48M +$28.2K +65 +1%
CWA
4372
CJM Wealth Advisers
Virginia
$2.48M +$29.5K +68 +1%
TF
4373
Tudor Financial
Ohio
$2.48M -$33.4K -77 -2%
CA
4374
Clune & Associates
Illinois
$2.48M +$177K +407 +9%
PSF
4375
Pacific Sun Financial
California
$2.48M +$36.9K +85 +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.