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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
TIAM2
4651
Tru Independence Asset Management 2
Oregon
$1.87M -$168K -386 -9%
ICMM
4652
Integrated Capital Management (Michigan)
Michigan
$1.87M +$5.21K +12 +0.3%
CWMG
4653
Compass Wealth Management (Georgia)
Georgia
$1.87M +$1.63M +3,761 New
KI
4654
Kapitalo Investimentos
Brazil
$1.87M -$14.6M -33,667 -90%
IIA
4655
Integrity Investment Advisors
Colorado
$1.86M +$201K +463 +14%
BW
4656
Basepoint Wealth
Iowa
$1.86M +$64.7K +149 +4%
FWP
4657
Fiduciary Wealth Partners
Massachusetts
$1.86M -$1.16M -2,672 -42%
AWP
4658
Astra Wealth Partners
New Jersey
$1.86M +$208K +478 +15%
PGWM
4659
Pitti Group Wealth Management
New York
$1.85M -$65.6K -151 -4%
NFP
4660
Narus Financial Partners
Utah
$1.85M +$75.1K +173 +5%
HWM
4661
HighMark Wealth Management
Minnesota
$1.85M +$254K +584 +19%
GSWA
4662
Good Steward Wealth Advisors
Tennessee
$1.85M -$363K -836 -18%
SCP
4663
Stevens Capital Partners
Nebraska
$1.85M +$497K +1,145 +48%
YCG
4664
Yeomans Consulting Group
Georgia
$1.84M +$63.4K +146 +4%
SWMG
4665
Sard Wealth Management Group
Georgia
$1.84M -$47.3K -109 -3%
AFA
4666
Avant Financial Advisors
Texas
$1.84M +$869 +2 +0.1%
SFM
4667
Systematic Financial Management
New Jersey
$1.83M
FWMM
4668
Foundation Wealth Management (Missouri)
Missouri
$1.83M +$37.3K +86 +2%
PP
4669
Pingora Partners
Wyoming
$1.83M -$6.51K -15 -0.4%
NFGCM
4670
Norman Fields Gottscho Capital Management
New York
$1.82M -$169K -390 -10%
DPI
4671
Diversified Portfolios Inc
Michigan
$1.82M +$154K +354 +11%
SCM
4672
Saxony Capital Management
Missouri
$1.82M -$27.8K -64 -2%
ZC
4673
Zeit Capital
Colorado
$1.82M -$36K -83 -2%
OWM
4674
OneAscent Wealth Management
Alabama
$1.82M +$285K +657 +22%
BIA
4675
Baer Investment Advisory
California
$1.82M -$39.1K -90 -2%

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.