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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
HWM
5076
HRC Wealth Management
Idaho
$1.11M +$82.5K +190 +9%
VFS
5077
Valpey Financial Services
New Hampshire
$1.11M +$965K +2,222 New
HFS
5078
Hughes Financial Services
Virginia
$1.1M +$23.5K +54 +3%
IMC
5079
Investment Management Corporation
Virginia
$1.1M +$9.55K +22 +1%
CFS
5080
Cannon Financial Strategists
Georgia
$1.1M -$6.08K -14 -0.6%
HCM
5081
Horrell Capital Management
Arkansas
$1.1M
CWR
5082
Chico Wealth RIA
California
$1.1M +$54.7K +126 +6%
BH
5083
Burk Holdings
Oklahoma
$1.09M -$869 -2 -0.1%
MSF
5084
Mustard Seed Financial
Arkansas
$1.09M +$6.51K +15 +0.7%
AI
5085
Auour Investments
Massachusetts
$1.09M
CPCP
5086
Cedar Point Capital Partners
Iowa
$1.09M -$101K -232 -10%
BWIA
5087
Bryant Woods Investment Advisors
New York
$1.09M +$16.1K +37 +2%
SWM
5088
Shakespeare Wealth Management
Wisconsin
$1.09M +$124K +285 +15%
LIWM
5089
Long Island Wealth Management
New York
$1.08M +$69K +159 +8%
MF
5090
Manuka Financial
Virginia
$1.08M +$92.9K +214 +11%
SFC
5091
Summit Financial Consulting
Michigan
$1.07M -$35.6K -82 -4%
IWP
5092
IAG Wealth Partners
Wisconsin
$1.07M +$45.6K +105 +5%
AAMC
5093
Asset Allocation & Management Company
Illinois
$1.07M +$282K +650 +43%
CCMT
5094
CMT Capital Markets Trading
Germany
$1.07M +$934K +2,150 New
LSL
5095
Legacy Solutions LLC
Pennsylvania
$1.07M +$131K +301 +16%
HIA
5096
HTG Investment Advisors
Connecticut
$1.07M +$38.2K +88 +4%
FWM
5097
ForthRight Wealth Management
Georgia
$1.07M
HPM
5098
Hudson Portfolio Management
New York
$1.06M +$146K +336 +19%
EW
5099
Entruity Wealth
California
$1.06M
CFO
5100
Custos Family Office
Texas
$1.06M +$274K +631 +42%

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.