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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
RGF
4426
Retirement Guys Formula
Ohio
$2.35M -$3.47K -8 -0.2%
XWM
4427
Xcel Wealth Management
Florida
$2.35M +$1.06M +2,443 +107%
II
4428
Impact Investors
California
$2.35M +$4.34K +10 +0.2%
GWA
4429
Geometric Wealth Advisors
District of Columbia
$2.35M +$449K +1,033 +28%
AWA
4430
ARQ Wealth Advisors
Arizona
$2.35M
MWM
4431
Mindset Wealth Management
Indiana
$2.35M -$58.6K -135 -3%
AW
4432
Apricus Wealth
South Carolina
$2.34M
WAOI
4433
Wealth Advisors of Iowa
Iowa
$2.34M -$7.82K -18 -0.4%
NFTC
4434
North Forty Two & Co
Oregon
$2.34M -$43.4K -100 -2%
BWMG
4435
Barnes Wealth Management Group
California
$2.33M +$60.4K +139 +3%
CWMS
4436
Cannon Wealth Management Services
North Carolina
$2.33M +$74.7K +172 +4%
PP
4437
Postrock Partners
Oregon
$2.33M +$31.7K +73 +2%
LAM
4438
Lingohr Asset Management
Germany
$2.33M -$18M -41,349 -90%
LOAMU
4439
Lombard Odier Asset Management (USA)
New York
$2.33M +$1.05M +2,409 +106%
RTC
4440
Riverview Trust Company
Washington
$2.33M -$2.42M -5,564 -54%
IW
4441
IronOak Wealth
Texas
$2.32M +$2.03M +4,671 New
WCM
4442
Windsor Capital Management
Arizona
$2.32M -$8.69K -20 -0.4%
RWM
4443
Reston Wealth Management
Virginia
$2.32M +$281K +648 +16%
FFL
4444
Financial Freedom LLC
Ohio
$2.32M -$42.6K -98 -2%
CWM
4445
Comprehensive Wealth Management
Washington
$2.32M -$24.3K -56 -1%
HI
4446
Harper Investing
California
$2.32M +$47.3K +109 +2%
WF
4447
Womack Financial
Texas
$2.31M +$20K +46 +1%
SWM
4448
Selective Wealth Management
Virginia
$2.31M -$17.8K -41 -0.9%
OWA
4449
ORBA Wealth Advisors
Illinois
$2.31M -$3.97M -9,131 -66%
QT
4450
Quantbot Technologies
New York
$2.31M -$14.6M -33,638 -88%

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.