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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
SSIM
4776
Sheets Smith Investment Management
Texas
$1.61M +$1.41M +3,243 New
BAMG
4777
Brand Asset Management Group
Missouri
$1.61M -$576K -1,327 -29%
BMC
4778
Bear Mountain Capital
Washington
$1.61M -$16.5K -38 -1%
SGC
4779
Slocum, Gordon & Co
Rhode Island
$1.61M
LFA
4780
LGT Financial Advisors
Texas
$1.61M +$93.8K +216 +7%
IWA
4781
Integrity Wealth Advisors
California
$1.61M +$459K +1,058 +49%
GFL
4782
Granite FO LLC
New Hampshire
$1.61M -$267K -614 -16%
DFG
4783
Demars Financial Group
Washington
$1.6M -$521M -1,199,856 -100%
OFG
4784
OmniStar Financial Group
North Carolina
$1.6M +$272K +627 +24%
SSWG
4785
Seven Springs Wealth Group
Tennessee
$1.6M -$53.4K -123 -4%
PRTG
4786
Post Resch Tallon Group
New York
$1.6M +$434 +1 +0%
FFL
4787
Future Fund LLC
Illinois
$1.6M +$130K +299 +10%
MI
4788
Moneywise Inc
Virginia
$1.6M +$104K +240 +8%
KWM
4789
Koa Wealth Management
California
$1.6M -$6.51K -15 -0.5%
DWA
4790
Dougherty Wealth Advisers
Minnesota
$1.6M
ODA
4791
One Degree Advisors
California
$1.6M +$291K +670 +26%
BFA
4792
Brown Financial Advisory
Alabama
$1.6M +$458K +1,054 +49%
AA
4793
AJ Advisors
Tennessee
$1.6M -$9.55K -22 -0.7%
HIS
4794
Harvest Investment Services
Illinois
$1.59M -$24.3K -56 -2%
JRFS
4795
James Reed Financial Services
Ohio
$1.59M +$17.4K +40 +1%
CG
4796
Castellan Group
Kentucky
$1.59M -$15.4M -35,367 -92%
HNWA
4797
Henrickson Nauta Wealth Advisors
Michigan
$1.59M +$94.2K +217 +7%
HCC
4798
Hirtle Callaghan & Co
Pennsylvania
$1.59M -$571K -1,316 -29%
MFS
4799
Miller Financial Services
Michigan
$1.59M -$9.55K -22 -0.7%
SFC
4800
Sprinkle Financial Consultants
Colorado
$1.58M -$40.8K -94 -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.