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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
AW
4376
Avion Wealth
Texas
$2.48M +$227K +522 +12%
PS
4377
Planned Solutions
California
$2.47M +$74.7K +172 +4%
CG
4378
Curat Global
New Hampshire
$2.47M +$39.1K +90 +2%
SCM
4379
Stordahl Capital Management
Colorado
$2.47M -$40.4K -93 -2%
CCA
4380
Cottonwood Capital Advisors
Utah
$2.47M +$1.74K +4 +0.1%
FAN
4381
Financial Advisors Network
California
$2.47M -$240K -552 -10%
EFL
4382
ERn Financial LLC
Wisconsin
$2.46M -$3.34M -7,690 -61%
SOAG
4383
Silver Oak Advisory Group
Oregon
$2.46M +$87.7K +202 +4%
VW
4384
Vance Wealth
California
$2.46M +$268K +618 +14%
CTC
4385
Corundum Trust Company
South Dakota
$2.46M -$123K -284 -5%
BWA
4386
BlueChip Wealth Advisors
Georgia
$2.46M +$42.1K +97 +2%
SWM
4387
SK Wealth Management
Rhode Island
$2.45M +$60.8K +140 +3%
BCM
4388
Brooktree Capital Management
Michigan
$2.45M -$21.7K -50 -1%
OWM
4389
Orgel Wealth Management
Wisconsin
$2.44M -$75.1K -173 -3%
TWM
4390
Tripletail Wealth Management
Florida
$2.44M +$2.02M +4,643 New
CHJWM
4391
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.44M -$127K -292 -6%
IFS
4392
Intelligent Financial Strategies
Minnesota
$2.44M
VAM
4393
Vienna Asset Management
California
$2.43M -$865K -1,991 -29%
CPG
4394
Cornerstone Planning Group
New Jersey
$2.43M +$29.1K +67 +1%
PCFFS
4395
Pacific Center for Financial Services
California
$2.42M +$4.78K +11 +0.2%
NCFG
4396
New Century Financial Group
New Jersey
$2.42M +$851K +1,960 +67%
WCP
4397
Wealthcare Capital Partners
Pennsylvania
$2.42M -$258K -593 -11%
CCP
4398
Cunning Capital Partners
North Carolina
$2.42M
MAM
4399
Mainsail Asset Management
Alabama
$2.41M +$10.9K +25 +0.5%
SWM
4400
SilverOak Wealth Management
Minnesota
$2.41M +$487K +1,121 +30%

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.