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
CFG
5026
CMC Financial Group
Georgia
$1.2M -$7.38K -17 -0.7%
OGF
5027
Orin Green Financial
California
$1.19M +$115K +265 +12%
RFG
5028
REAP Financial Group
Texas
$1.19M +$208K +479 +25%
Q
5029
QVR
California
$1.19M +$1.04M +2,394 New
SS
5030
Sound Stewardship
Kansas
$1.19M
WFL
5031
Wealth Forward LLC
North Dakota
$1.19M +$100K +231 +11%
AFIA
5032
America First Investment Advisors
Nebraska
$1.19M -$41.7K -96 -4%
CWMA
5033
Capstone Wealth Management (Alabama)
Alabama
$1.19M -$6.95K -16 -0.7%
WFP
5034
Wrenne Financial Planning
Kentucky
$1.18M +$10.4K +24 +1%
DC
5035
Dahring Cusmano
Michigan
$1.17M +$2.61K +6 +0.3%
TLFA
5036
True Link Financial Advisors
California
$1.17M -$3.91K -9 -0.4%
AWA
5037
AmeriServ Wealth Advisors
Pennsylvania
$1.17M -$7.82K -18 -0.8%
FFS
5038
Fortress Financial Solutions
Arizona
$1.17M +$40K +92 +4%
WA
5039
Wealthstar Advisors
Texas
$1.17M -$1.74K -4 -0.2%
RFO
5040
RiverGlades Family Offices
Florida
$1.16M +$17.4K +40 +2%
NFA
5041
Northwest Financial Advisors
Virginia
$1.16M -$6.48M -14,930 -86%
GK
5042
Graney & King
New York
$1.16M +$18.2K +42 +2%
LWM
5043
Lighthouse Wealth Management
Ohio
$1.16M +$39.5K +91 +4%
WMWM
5044
Wilkins Miller Wealth Management
Alabama
$1.16M -$75.1K -173 -7%
BWG
5045
Balanced Wealth Group
Ohio
$1.16M +$16.5K +38 +2%
JWS
5046
Juncture Wealth Strategies
Arizona
$1.16M -$33.9K -78 -3%
GOCP
5047
Great Oak Capital Partners
Massachusetts
$1.16M +$9.12K +21 +0.9%
LFA
5048
Lauterbach Financial Advisors
Texas
$1.16M -$137K -315 -12%
PA
5049
Persium Advisors
Georgia
$1.15M -$13.9K -32 -1%
SG
5050
Stanich Group
New York
$1.15M -$434 -1 -0%

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.