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
IAG
4801
Ipsen Advisor Group
Arkansas
$1.58M +$53.4K +123 +4%
APC
4802
Asset Planning Corporation
Tennessee
$1.58M +$434 +1 +0%
LFS
4803
Lutz Financial Services
Nebraska
$1.57M +$59.9K +138 +5%
QFPS
4804
Quantum Financial Planning Services
Washington
$1.57M -$317K -731 -19%
AWA
4805
Arbor Wealth Advisors
Michigan
$1.57M
CAM
4806
CPA Asset Management
Florida
$1.57M -$6.51K -15 -0.5%
BPW
4807
BLVD Private Wealth
Kentucky
$1.57M +$1.37M +3,150 New
EWM
4808
Echo Wealth Management
Minnesota
$1.56M -$125K -288 -8%
F4L
4809
Fortune 45 LLC
Louisiana
$1.56M +$20.8K +48 +2%
WCP
4810
Welch Capital Partners
New York
$1.56M
RW
4811
REDW Wealth
New Mexico
$1.56M -$33.9K -78 -2%
MFC
4812
Morris Financial Concepts
South Carolina
$1.56M -$23K -53 -2%
WA
4813
WESPAC Advisors
California
$1.56M -$27.4K -63 -2%
GC
4814
Gibson Capital
Pennsylvania
$1.55M -$321K -740 -19%
SP
4815
SWS Partners
Ohio
$1.55M -$160K -368 -11%
MWM
4816
Magnolia Wealth Management
Alabama
$1.55M
IW
4817
Instrumental Wealth
Florida
$1.55M +$18.2K +42 +1%
MWM
4818
MBE Wealth Management
Wisconsin
$1.55M +$12.2K +28 +0.9%
HAS
4819
Holland Advisory Services
Florida
$1.55M +$227K +522 +20%
HHWM
4820
Hiley Hunt Wealth Management
Nebraska
$1.54M -$24.3K -56 -2%
AA
4821
Alpha Advisors
Virginia
$1.54M +$3.04K +7 +0.2%
JRCM
4822
Jones Road Capital Management
New York
$1.54M -$391K -900 -23%
TWM
4823
Trinity Wealth Management
Pennsylvania
$1.54M -$12.2K -28 -0.9%
UWM
4824
USAdvisors Wealth Management
Minnesota
$1.54M -$1.38M -3,183 -51%
AWM
4825
Alterna Wealth Management
Texas
$1.54M -$571K -1,315 -30%

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.