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
WAG
5101
Windsor Advisory Group
Ohio
$1.06M +$39.5K +91 +4%
EWA
5102
Elevate Wealth Advisory
Georgia
$1.05M +$54.3K +125 +6%
DC
5103
Darrow Company
Massachusetts
$1.05M -$1.74K -4 -0.2%
TDC
5104
Thompson Davis & Co
Virginia
$1.04M -$9.99K -23 -1%
MPW
5105
MA Private Wealth
California
$1.04M -$42.1K -97 -4%
SG
5106
Sharper & Granite
California
$1.04M +$104K +240 +13%
DI
5107
Disciplined Investments
Oklahoma
$1.04M -$3.91K -9 -0.4%
BP
5108
BWM Planning
Texas
$1.04M +$46.5K +107 +5%
MIAS
5109
Mason Investment Advisory Services
Virginia
$1.04M +$434 +1 +0%
PFA
5110
Plotkin Financial Advisors
Maryland
$1.04M +$52.5K +121 +6%
FL
5111
FreeGulliver LLC
Louisiana
$1.04M -$188K -434 -17%
OWM
5112
Orca Wealth Management
Florida
$1.04M
SFMG
5113
Sage Financial Management Group
Virginia
$1.03M
BWM
5114
Brickley Wealth Management
California
$1.03M +$10.9K +25 +1%
LAM
5115
Lifestyle Asset Management
Texas
$1.03M -$7.82K -18 -0.9%
CA
5116
Corrado Advisors
New Jersey
$1.03M +$152K +350 +20%
ACM
5117
Ardent Capital Management
Ohio
$1.03M
ORAM
5118
One River Asset Management
Connecticut
$1.03M -$6.84M -15,753 -88%
CFS
5119
Compass Financial Services
Iowa
$1.03M +$50.8K +117 +6%
FI
5120
FWG Investments
Kentucky
$1.03M +$895K +2,062 New
OWA
5121
Oak Wealth Advisors
Illinois
$1.02M -$4.78K -11 -0.5%
PCM
5122
Passive Capital Management
Maryland
$1.02M -$65.1K -150 -7%
B
5123
BetterWealth
California
$1.02M -$11.3K -26 -1%
FF
5124
Farnam Financial
Arizona
$1.02M +$160K +368 +22%
EC
5125
Eaton-Cambridge
Arizona
$1.02M +$53.4K +123 +6%

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.