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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
EFP
4401
Elser Financial Planning
Indiana
$2.41M +$53K +122 +3%
WCM
4402
Warburton Capital Management
Oklahoma
$2.41M +$459K +1,058 +29%
APM
4403
Advanced Portfolio Management
New York
$2.41M
APW
4404
Aurora Private Wealth
New Jersey
$2.4M -$99.4K -229 -5%
PWC
4405
PYA Waltman Capital
Tennessee
$2.4M +$93.8K +216 +5%
CWA
4406
Clarus Wealth Advisors
Arizona
$2.4M +$199K +458 +10%
TF
4407
Tandem Financial
Colorado
$2.39M -$96.4K -222 -4%
SWM
4408
SFG Wealth Management
Maryland
$2.39M +$65.6K +151 +3%
PBF
4409
Petix & Botte Financial
California
$2.39M
LRWM
4410
Lord & Richards Wealth Management
Colorado
$2.39M +$30K +69 +1%
FFC
4411
Frederick Financial Consultants
Maryland
$2.39M +$198K +457 +11%
EA
4412
Echo45 Advisors
California
$2.39M -$71.7K -165 -3%
CQWA
4413
Chokshi & Queen Wealth Advisors
California
$2.39M -$26.1K -60 -1%
RBC
4414
Roble Belko & Company
Pennsylvania
$2.38M +$215K +496 +12%
HGA
4415
Hobbs Group Advisors
South Carolina
$2.38M +$159K +365 +8%
HWMC
4416
Heritage Wealth Management (California)
California
$2.38M -$132K -304 -6%
CC
4417
Cypress Capital
Tennessee
$2.38M +$54.7K +126 +3%
API
4418
Asset Planning Inc
California
$2.38M +$18.7K +43 +0.9%
MWM
4419
Momentous Wealth Management
Washington
$2.37M +$49.1K +113 +2%
IFO
4420
Independent Family Office
New York
$2.37M +$177K +407 +9%
KCM
4421
KRS Capital Management
Michigan
$2.37M +$26.5K +61 +1%
SBCM
4422
Silverberg Bernstein Capital Management
New York
$2.37M -$2.99M -6,880 -59%
MWM
4423
Meritas Wealth Management
California
$2.36M
LI
4424
Latash Investments
Alaska
$2.36M
SDAM
4425
Shulman DeMeo Asset Management
New York
$2.36M -$88.6K -204 -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.