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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
IWA
4601
IVC Wealth Advisors
Pennsylvania
$1.99M +$58.2K +134 +3%
FWSM
4602
First Wilshire Securities Management
California
$1.99M
SC
4603
Shay Capital
New York
$1.99M +$1.74M +4,000 New
BWM
4604
Brown Wealth Management
Illinois
$1.98M +$425K +978 +32%
TW
4605
Towerpoint Wealth
California
$1.98M -$30.8K -71 -2%
FSWA
4606
Financial Synergies Wealth Advisors
Texas
$1.98M +$232K +535 +16%
VPF
4607
Vantage Point Financial
Illinois
$1.98M +$238K +547 +16%
BCM
4608
BluePath Capital Management
Georgia
$1.98M -$26.9K -62 -2%
SPI
4609
Santori & Peters Inc
Pennsylvania
$1.97M +$434 +1 +0%
BC
4610
Brio Consultants
California
$1.96M +$221K +509 +15%
BWM
4611
Blossom Wealth Management
California
$1.96M +$9.99K +23 +0.6%
BGA
4612
Battery Global Advisors
Massachusetts
$1.96M +$869 +2 +0.1%
WA
4613
Westfuller Advisors
New York
$1.96M +$197K +454 +13%
DWM
4614
Defined Wealth Management
Oregon
$1.96M +$59.9K +138 +4%
CCA
4615
Cadent Capital Advisors
Oklahoma
$1.95M +$34.3K +79 +2%
CWM
4616
Centricity Wealth Management
Ohio
$1.95M -$13.5K -31 -0.8%
WMN
4617
Wealth Management Nebraska
Nebraska
$1.95M +$10.9K +25 +0.6%
ACM
4618
Armbruster Capital Management
New York
$1.95M -$21.7K -50 -1%
RA
4619
Rodgers & Associates
Pennsylvania
$1.95M -$87.7K -202 -5%
BWP
4620
Bernardo Wealth Planning
Pennsylvania
$1.95M +$159K +367 +10%
SW
4621
SMART Wealth
Nebraska
$1.95M +$325K +748 +24%
CCMI
4622
Creative Capital Management Investments
California
$1.95M +$869 +2 +0.1%
PWP
4623
Parkwoods Wealth Partners
New York
$1.94M +$175K +403 +11%
AAM
4624
Austin Asset Management
Texas
$1.94M -$124K -285 -7%
PIM
4625
Profit Investment Management
Maryland
$1.94M -$49.5K -114 -3%

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.