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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
PJWM
4976
Philip James Wealth Mangement
Georgia
$1.27M +$38.6K +89 +4%
SWA
4977
Serenus Wealth Advisors
California
$1.27M +$46.9K +108 +4%
IWB
4978
Innovative Wealth Building
Maryland
$1.27M +$40.4K +93 +4%
RB
4979
Richmond Brothers
Michigan
$1.26M -$237K -546 -18%
CCM
4980
Carmel Capital Management
California
$1.26M
DWM
4981
Dopkins Wealth Management
New York
$1.26M
RA
4982
Resolute Advisors
California
$1.26M +$192K +441 +21%
VMMC
4983
V.M. Manning & Co
South Carolina
$1.26M +$1.08M +2,477 New
IC
4984
Inkwell Capital
Florida
$1.26M
TWM
4985
TSA Wealth Management
Texas
$1.26M +$165K +379 +18%
CWAF
4986
Core Wealth Advisors (Florida)
Florida
$1.25M +$177K +408 +19%
SCA
4987
Stuart Chaussee & Associates
California
$1.25M
BOC
4988
Blue Oak Capital
California
$1.25M -$8.69K -20 -0.8%
FFP
4989
Freedom Financial Partners
Minnesota
$1.25M -$4.78K -11 -0.4%
GCM
4990
Gallacher Capital Management
Colorado
$1.24M -$210K -484 -16%
OCFG
4991
O'Connor Financial Group
Illinois
$1.24M +$92.5K +213 +9%
MBFW
4992
Morton Brown Family Wealth
Pennsylvania
$1.24M
MFF
4993
Michels Family Financial
Texas
$1.24M -$22.6K -52 -2%
BC
4994
BIT Capital
Germany
$1.24M -$73.4K -169 -6%
KNFPWM
4995
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.24M +$95.1K +219 +10%
TFA
4996
TPG Financial Advisors
Oregon
$1.23M +$13.9K +32 +1%
FLFS
4997
Family Legacy Financial Solutions
North Carolina
$1.23M +$1.08M +2,481 New
BF
4998
Brooklyn FI
New York
$1.23M +$576K +1,327 +115%
MKW
4999
Mullaney, Keating & Wright
Connecticut
$1.23M -$8.69K -20 -0.8%
W
5000
WorthPointe
California
$1.23M -$292K -672 -21%

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.