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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
DWS
4676
Discipline Wealth Solutions
South Carolina
$1.81M +$410K +943 +35%
FF
4677
Fortitude Financial
Washington
$1.81M +$15.3M +35,254 New
AIC
4678
Anthracite Investment Company
Texas
$1.81M
EFA
4679
Edge Financial Advisors
Illinois
$1.81M +$134K +308 +9%
ONGA
4680
O'Neil Global Advisors
California
$1.8M +$1.57M +3,624 New
CFGA
4681
Cambridge Financial Group (Arizona)
Arizona
$1.8M -$279K -642 -15%
PIA
4682
Panoramic Investment Advisors
Colorado
$1.8M -$210K -483 -12%
FA
4683
FSA Advisors
Michigan
$1.8M -$2.2M -5,070 -58%
DMBA
4684
Deseret Mutual Benefit Administrators
Utah
$1.8M
CCA
4685
Coign Capital Advisors
Utah
$1.8M +$43.4K +100 +3%
SPP
4686
Single Point Partners
Massachusetts
$1.8M -$131K -301 -8%
EMCIP
4687
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.79M -$97.7K -225 -6%
NRW
4688
Nova R Wealth
Kansas
$1.79M -$40.4K -93 -3%
MWM
4689
McNaughton Wealth Management
California
$1.79M -$33.9K -78 -2%
SFP
4690
Sterling Financial Planning
New Jersey
$1.79M -$40K -92 -2%
KA
4691
Kooman & Associates
Pennsylvania
$1.79M +$11.3K +26 +0.7%
BDPWM
4692
Barnes Dennig Private Wealth Management
Ohio
$1.79M +$227K +523 +17%
PFM
4693
Peak Financial Management
Massachusetts
$1.78M +$257K +591 +20%
TAM
4694
Tucker Asset Management
Colorado
$1.78M -$18.7K -43 -1%
RF
4695
RHS Financial
California
$1.78M -$217K -499 -12%
EARNEST Partners
4696
EARNEST Partners
Georgia
$1.78M
AA
4697
ACT Advisors
North Carolina
$1.77M +$16.5K +38 +1%
WWM
4698
Wiser Wealth Management
Georgia
$1.77M +$161K +370 +12%
TCM
4699
Tang Capital Management
California
$1.76M -$555K -1,279 -27%
WFA
4700
West Financial Advisors
Iowa
$1.76M +$1.74K +4 +0.1%

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.