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
SIA
5151
Summit Investment Advisors
Maryland
$980K
DI
5152
DDFG Inc
California
$978K -$211K -486 -20%
EFMH
5153
E Fund Management (HK)
Hong Kong
$978K +$141K +325 +20%
SSA
5154
Sierra Summit Advisors
Nevada
$977K -$377K -867 -31%
ADIM
5155
Alpha DNA Investment Management
Maryland
$973K +$49.5K +114 +6%
QL
5156
Quarry LP
New York
$972K +$107K +246 +14%
FFWM
5157
Future Financial Wealth Management
Ohio
$968K -$20.8K -48 -2%
CI
5158
Ceera Investments
Texas
$967K
PWM
5159
Puff Wealth Management
New Jersey
$966K -$36.5K -84 -4%
VWM
5160
Vermillion Wealth Management
Minnesota
$964K +$35.6K +82 +4%
BI
5161
Beckerman Institutional
New Jersey
$963K +$18.2K +42 +2%
EWM
5162
Evolution Wealth Management
Florida
$960K +$838K +1,930 New
CPA
5163
Compass Planning Associates
Massachusetts
$958K +$1.3K +3 +0.2%
CA
5164
Cresta Advisors
Texas
$956K -$695K -1,600 -45%
HAP
5165
Harbor Asset Planning
Massachusetts
$954K +$833K +1,919 New
ATI
5166
ARK & TLK Investments
Oklahoma
$952K -$225K -518 -21%
RWM
5167
Ruedi Wealth Management
Illinois
$952K
AIFS
5168
A&I Financial Services
Colorado
$951K +$7.38K +17 +0.9%
PP
5169
PFS Partners
New Jersey
$951K +$98.6K +227 +13%
FEG
5170
Fund Evaluation Group
Ohio
$951K +$830K +1,911 New
WWA
5171
Wingate Wealth Advisors
Massachusetts
$949K +$55.2K +127 +7%
KBG
5172
Kahn Brothers Group
New York
$948K +$28.7K +66 +4%
KSWA
5173
Kathleen S. Wright Associates
Pennsylvania
$947K
SMF
5174
Sterling Manor Financial
New York
$945K +$5.65K +13 +0.7%
TSS
5175
Thomas Story & Son
Indiana
$943K

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.