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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
LAS
5001
Lloyd Advisory Services
Georgia
$1.23M +$61.7K +142 +6%
KV
5002
Kickstand Ventures
New York
$1.23M -$2.61K -6 -0.2%
VFG
5003
V2 Financial group
Illinois
$1.23M +$10.9K +25 +1%
HIM
5004
Hanlon Investment Management
New Jersey
$1.23M -$906K -2,087 -46%
SIMG
5005
Stephens Investment Management Group
Texas
$1.23M -$25.6K -59 -2%
IWP
5006
Insight Wealth Partners
Texas
$1.23M +$92.9K +214 +10%
PWM
5007
Provident Wealth Management
Tennessee
$1.23M -$109K -251 -9%
TC
5008
TAGStone Capital
North Carolina
$1.22M +$87.7K +202 +9%
SA
5009
Stewardship Advisors
Pennsylvania
$1.22M -$114K -262 -10%
AWM
5010
Avaii Wealth Management
Wisconsin
$1.22M +$20K +46 +2%
CCA
5011
Covey Capital Advisors
Georgia
$1.22M
CIA
5012
Caerus Investment Advisors
Texas
$1.22M
SWP
5013
ShoreHaven Wealth Partners
New Jersey
$1.22M -$10.9K -25 -1%
TFO
5014
Timonier Family Office
North Carolina
$1.21M
HIGP
5015
Hill Investment Group Partners
Missouri
$1.21M +$48.6K +112 +5%
JC
5016
Jentner Corp
Ohio
$1.21M +$117K +270 +13%
ATC
5017
Advantage Trust Company
Kansas
$1.21M +$304K +700 +41%
FA
5018
Fortis Advisors
Pennsylvania
$1.21M -$66.4K -153 -6%
APW
5019
Axim Planning & Wealth
Ohio
$1.21M +$27.4K +63 +3%
AWM
5020
AAF Wealth Management
Massachusetts
$1.2M +$225K +517 +27%
RPGNY
5021
Retirement Planning Group (New York)
New York
$1.2M +$398K +916 +61%
HWA
5022
HMV Wealth Advisors
Louisiana
$1.2M -$674K -1,553 -39%
CCMW
5023
Cypress Capital Management (Wyoming)
Wyoming
$1.2M -$27.8K -64 -3%
EWA
5024
Emergent Wealth Advisors
New York
$1.2M +$9.55K +22 +0.9%
MWP
5025
Meredith Wealth Planning
Illinois
$1.2M +$4.34K +10 +0.4%

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.