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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
EW
4551
Element Wealth
Mississippi
$2.11M +$476K +1,095 +35%
GRQ
4552
Gardner Russo & Quinn
Pennsylvania
$2.11M -$165K -380 -8%
CAG
4553
Curtis Advisory Group
California
$2.11M -$34.3K -79 -2%
AFA
4554
American Financial Advisors
Georgia
$2.1M -$9.12K -21 -0.5%
CP
4555
Castleview Partners
Texas
$2.1M -$349K -804 -16%
WWA
4556
Wealth Watch Advisors
Colorado
$2.1M +$847K +1,951 +48%
CIM
4557
Cambria Investment Management
California
$2.1M +$1.42M +3,278 +348%
CPL
4558
CAP Partners LLC
Tennessee
$2.1M +$7.38K +17 +0.4%
TC
4559
Tacita Capital
Ontario, Canada
$2.09M +$189K +435 +12%
YIM
4560
Yoffe Investment Management
Pennsylvania
$2.09M +$434 +1 +0%
CastleKeep Investment Advisors
4561
CastleKeep Investment Advisors
Connecticut
$2.08M +$95.1K +219 +6%
VAMG
4562
Voisard Asset Management Group
Michigan
$2.08M +$140K +322 +8%
GJIA
4563
Glass Jacobson Investment Advisors
Maryland
$2.08M -$1.53M -3,521 -46%
CFS
4564
Coordinated Financial Services
Colorado
$2.08M +$33.4K +77 +2%
FFA
4565
Frazier Financial Advisors
Ohio
$2.08M +$165K +380 +10%
CSIA
4566
Conrad Siegel Investment Advisors
Pennsylvania
$2.07M -$18.7K -43 -1%
LFG
4567
Lockerman Financial Group
California
$2.07M +$6.51K +15 +0.4%
GSF
4568
Grove Street Fiduciary
New Hampshire
$2.07M -$3.91K -9 -0.2%
WOSD
4569
WFA of San Diego
California
$2.07M +$1.81M +4,166 New
CL
4570
COWA LLC
Oklahoma
$2.07M -$149K -344 -8%
SFG
4571
Sterling Financial Group
California
$2.06M -$581K -1,337 -24%
LCG
4572
Lakeshore Capital Group
Illinois
$2.06M +$39.5K +91 +2%
AWM
4573
Austin Wealth Management
Texas
$2.06M -$459K -1,056 -21%
JA
4574
JVL Associates
Michigan
$2.06M +$29.5K +68 +2%
LPFG
4575
Landing Point Financial Group
Ohio
$2.06M +$11.7K +27 +0.7%

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.