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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
LWA
4901
Lifelong Wealth Advisors
Minnesota
$1.4M +$109K +252 +10%
GWSA
4902
Global Wealth Strategies & Associates
Colorado
$1.4M -$175K -404 -13%
FWM
4903
FFT Wealth Management
Pennsylvania
$1.4M +$66.9K +154 +6%
GCM
4904
G2 Capital Management
Ohio
$1.4M -$1.74K -4 -0.1%
EAM
4905
Everstar Asset Management
North Carolina
$1.39M +$20.4K +47 +2%
SL
4906
SWMG LLC
Texas
$1.39M -$78.2K -180 -6%
DF
4907
Define Financial
California
$1.39M +$6.95K +16 +0.6%
TWM
4908
Tumwater Wealth Management
Idaho
$1.39M -$15.6K -36 -1%
T
4909
Tidemark
California
$1.39M +$45.2K +104 +4%
PIA
4910
Pollock Investment Advisors
Michigan
$1.38M -$85.6K -197 -7%
KWA
4911
Kondo Wealth Advisors
California
$1.38M -$45.6K -105 -4%
SRCM
4912
Signature Resources Capital Management
California
$1.38M +$42.6K +98 +4%
WA
4913
Waterford Advisors
New York
$1.38M -$656K -1,510 -54%
MLRA
4914
Main Line Retirement Advisors
Montana
$1.38M +$20K +46 +2%
NF
4915
NavPoint Financial
Minnesota
$1.38M
JPLA
4916
Joseph P. Lucia & Associates
New York
$1.38M +$198K +456 +20%
SF
4917
Seros Financial
Arizona
$1.37M -$2.61K -6 -0.2%
SFP
4918
SwitchPoint Financial Planning
Utah
$1.37M +$189K +436 +19%
IFA
4919
Independence Financial Advisors
New Hampshire
$1.37M -$23.5K -54 -2%
OS
4920
Objectivity Squared
South Carolina
$1.37M +$6.08K +14 +0.5%
ACM
4921
Andina Capital Management
Utah
$1.37M +$55.2K +127 +5%
RMF
4922
Red Mountain Financial
Colorado
$1.36M +$434 +1 +0%
AWM
4923
Act Wealth Management
Texas
$1.36M -$56.5K -130 -5%
SI
4924
Severin Investments
Missouri
$1.36M -$61.7K -142 -5%
DC
4925
Defender Capital
North Carolina
$1.36M +$21.7K +50 +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.