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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
FFG
5176
Foundry Financial Group
New Hampshire
$942K +$40.8K +94 +5%
MCM
5177
MontVue Capital Management
Virginia
$940K
DFA
5178
DHK Financial Advisors
New Hampshire
$937K -$9.99K -23 -1%
LIM
5179
Letson Investment Management
Georgia
$937K
T
5180
Transce3nd
Texas
$935K -$65.1K -150 -7%
UFA
5181
Uptown Financial Advisors
Texas
$935K +$869 +2 +0.1%
CWA
5182
Capital Wealth Alliance
Arizona
$934K +$434 +1 +0.1%
ICCON
5183
Investment Counsel Company of Nevada
Nevada
$933K +$434 +1 +0.1%
AWM
5184
Allen Wealth Management
North Carolina
$932K -$32.1K -74 -4%
CCA
5185
Cypress Capital Advisors
Tennessee
$932K +$24.8K +57 +3%
SNWA
5186
Siligmueller & Norvid Wealth Advisors
Illinois
$931K
AAS
5187
AdviceOne Advisory Services
Connecticut
$930K +$86.9K +200 +12%
OBWP
5188
O'Brien Wealth Partners
Massachusetts
$930K -$185K -426 -19%
SHF
5189
Stage Harbor Financial
Massachusetts
$929K -$114K -262 -12%
CWA
5190
Centerline Wealth Advisors
Kentucky
$929K -$1.74K -4 -0.2%
BFA
5191
Bluestem Financial Advisors
Illinois
$929K -$189K -435 -19%
CPP
5192
Capasso Planning Partners
South Carolina
$925K -$1.02M -2,360 -56%
CWM
5193
Collaborative Wealth Management
Florida
$924K +$4.34K +10 +0.5%
WH
5194
Whitcomb & Hess
Ohio
$923K -$20.8K -48 -3%
NWM
5195
Napa Wealth Management
California
$921K -$16.1K -37 -2%
CFG
5196
Compton Financial Group
Maryland
$919K +$434 +1 +0.1%
PWM
5197
Parkshore Wealth Management
California
$918K -$15.2K -35 -2%
TFG
5198
Tull Financial Group
Virginia
$918K +$107K +246 +15%
PCM
5199
Prospera Capital Management
Arizona
$917K +$73K +168 +10%
OFG
5200
Opulen Financial Group
Virginia
$913K +$212K +489 +36%

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.