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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
TWA
5051
Trellis Wealth Advisors
California
$1.15M
MC
5052
McMorgan & Co
California
$1.15M +$161K +370 +19%
MWM
5053
McMill Wealth Management
Nebraska
$1.15M +$17.8K +41 +2%
JF
5054
Joule Financial
Kentucky
$1.15M -$14.3K -33 -1%
AIA
5055
Alternative Investment Advisors
Florida
$1.15M -$74.3K -171 -7%
GC
5056
Giverny Capital
Quebec, Canada
$1.15M +$137K +316 +16%
HVCM
5057
Hel Ved Capital Management
Hong Kong
$1.14M +$999K +2,300 New
MPCG
5058
Matrix Private Capital Group
New York
$1.14M -$376K -865 -27%
RTC
5059
Real Talk Capital
Tennessee
$1.14M +$434 +1 +0%
ACH
5060
ArrowMark Colorado Holdings
Colorado
$1.14M
BWP
5061
BlueStem Wealth Partners
Minnesota
$1.14M +$223K +513 +29%
TWG
5062
The Wealth Group
Minnesota
$1.14M -$7.82K -18 -0.8%
WFA
5063
Websterrogers Financial Advisors
South Carolina
$1.13M
CCP
5064
Carmel Capital Partners
California
$1.13M +$214K +492 +28%
WAG
5065
Wheelhouse Advisory Group
Missouri
$1.13M +$154K +354 +18%
PFA
5066
Presper Financial Architects
Ohio
$1.13M +$982K +2,262 New
KCM
5067
Kendall Capital Management
Maryland
$1.12M +$12.6K +29 +1%
DWMS
5068
Dominguez Wealth Management Solutions
Virginia
$1.12M +$84.2K +194 +9%
RRWA
5069
Rainey & Randall Wealth Advisors
Florida
$1.12M
AL
5070
Arnhold LLC
New York
$1.12M
FS
5071
Financial Symmetry
North Carolina
$1.12M -$3.47K -8 -0.4%
ICM
5072
Innovator Capital Management
Illinois
$1.11M -$3.04K -7 -0.3%
CIAS
5073
CBIZ Investment Advisory Services
Ohio
$1.11M +$94.2K +217 +11%
CW
5074
Curio Wealth
Maryland
$1.11M +$965K +2,223 +27,788%
BI
5075
Binnacle Investments
Iowa
$1.11M +$46.9K +108 +5%

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.