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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
HWP
4451
Hibernia Wealth Partners
Louisiana
$2.3M +$1.46M +3,371 +271%
FYW
4452
Future You Wealth
New York
$2.3M -$40.8K -94 -2%
DHC
4453
Drum Hill Capital
Connecticut
$2.29M
CW
4454
Code Waechter
Florida
$2.29M +$43K +99 +2%
AM
4455
Account Management
Massachusetts
$2.29M
CWA
4456
Clearview Wealth Advisors
Oregon
$2.28M -$1.3K -3 -0.1%
SPL
4457
Smart Portfolios LLC
Washington
$2.28M -$6.51K -15 -0.3%
LI
4458
LVZ Inc
Michigan
$2.28M +$57.3K +132 +3%
WIA
4459
Wetzel Investment Advisors
Indiana
$2.28M -$34.7K -80 -2%
HSG
4460
Helen Stephens Group
Texas
$2.27M +$2.17K +5 +0.1%
LRIC
4461
Long Road Investment Counsel
Michigan
$2.27M -$21.7K -50 -1%
TCM
4462
Thoma Capital Management
Maryland
$2.27M +$15.2K +35 +0.8%
HA
4463
Hanover Advisors
South Carolina
$2.27M -$3.04K -7 -0.2%
NEAM
4464
New England Asset Management
Connecticut
$2.27M +$13K +30 +0.7%
HAFG
4465
Hansen & Associates Financial Group
California
$2.26M +$1.98M +4,562 New
BIA
4466
Bell Investment Advisors
California
$2.26M +$141K +324 +8%
SCA
4467
Southern Capital Advisors
Tennessee
$2.26M -$1.98M -4,562 -50%
UIM
4468
Unified Investment Management
Georgia
$2.26M +$2.17K +5 +0.1%
PFG
4469
Prospect Financial Group
Virginia
$2.25M -$43K -99 -2%
EA
4470
Eclectic Associates
California
$2.25M -$33.4K -77 -2%
VPP
4471
Vertex Planning Partners
Illinois
$2.25M +$27.8K +64 +1%
PC
4472
Prairiewood Capital
North Dakota
$2.25M +$87.7K +202 +5%
CCP
4473
Cassia Capital Partners
North Carolina
$2.25M +$68.2K +157 +4%
CMA
4474
Cedar Mountain Advisors
Oregon
$2.25M -$17.8K -41 -0.9%
PPWM
4475
PFG Private Wealth Management
Florida
$2.25M +$19.1K +44 +1%

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.