We are live on ! Find out more
MSFT icon

Microsoft

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
PWMG
4626
Private Wealth Management Group
New Jersey
$1.93M +$18.7K +43 +1%
PAG
4627
Paladin Advisory Group
Iowa
$1.93M +$3.04K +7 +0.2%
TCGDR
4628
TB Capital Gestao de Recursos
$1.93M +$1.68M +3,878 New
VBWMG
4629
Von Berge Wealth Management Group
California
$1.93M +$434 +1 +0%
WCM
4630
Winebrenner Capital Management
Kentucky
$1.93M +$434 +1 +0%
ACP
4631
Arcus Capital Partners
Georgia
$1.92M +$13.9K +32 +0.8%
CWMP
4632
Clarion Wealth Managment Partners
Virginia
$1.92M +$1.68M +3,858 New
SA
4633
SPG Advisors
Washington
$1.92M +$1.67M +3,852 New
SA
4634
Sage Advisors
Colorado
$1.92M -$284K -654 -15%
KFSC
4635
Keystone Financial Services (Colorado)
Colorado
$1.91M +$186K +428 +13%
NFG
4636
Norris Financial Group
South Carolina
$1.91M -$805K -1,853 -33%
CWD
4637
Clarity Wealth Development
Oregon
$1.91M +$347K +800 +26%
VH
4638
Visionary Horizons
Tennessee
$1.91M +$59.9K +138 +4%
VIM
4639
Vista Investment Management
Pennsylvania
$1.91M -$125K -288 -7%
JCFM
4640
JBR Co Financial Management
Oklahoma
$1.9M -$28.2K -65 -2%
GWM
4641
Greenhouse Wealth Management
Connecticut
$1.9M +$1.74K +4 +0.1%
RSWA
4642
Robinson Smith Wealth Advisors
Maine
$1.9M +$26.9K +62 +2%
YWM
4643
Yoder Wealth Management
California
$1.89M +$198K +455 +14%
BA
4644
BIP Alliance
Georgia
$1.89M +$13.5K +31 +0.8%
FNWA
4645
Financial Network Wealth Advisors
Utah
$1.89M +$8.69K +20 +0.5%
FWA
4646
FSC Wealth Advisors
New York
$1.88M -$2.61K -6 -0.2%
MCIA
4647
Mountain Capital Investment Advisors
Colorado
$1.88M +$25.2K +58 +2%
CSF
4648
Capital Squared Financial
Maryland
$1.88M +$1.64M +3,779 New
SWAG
4649
Spectrum Wealth Advisory Group
California
$1.88M -$1.74K -4 -0.1%
GFP
4650
Guardian Financial Partners
California
$1.88M +$48.6K +112 +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.