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
EP
5226
Essential Partners
California
$888K +$775K +1,785 New
SCM
5227
Sollinda Capital Management
Florida
$887K +$77.7K +179 +11%
CFGF
5228
Compass Financial Group (Florida)
Florida
$887K
CFG
5229
Cornerstone Financial Group
Nebraska
$886K +$2.17K +5 +0.3%
SIM
5230
Synergy Investment Management
Florida
$886K -$16.9K -39 -2%
JSA
5231
Jim Saulnier & Associates
Colorado
$885K +$28.7K +66 +4%
CCM
5232
Charter Capital Management
Wisconsin
$885K +$773K +1,779 New
CFS
5233
CGC Financial Services
Oregon
$883K -$75.1K -173 -9%
SAM
5234
Sequent Asset Management
Texas
$883K -$39.1K -90 -5%
FG
5235
Fairman Group
Pennsylvania
$882K -$5.21K -12 -0.7%
NA
5236
Note Advisors
New York
$877K -$36.5K -84 -5%
E
5237
EntreWealth
Texas
$876K +$6.51K +15 +0.9%
RWM
5238
Rolek Wealth Management
Pennsylvania
$876K +$11.3K +26 +1%
NI
5239
NCP Inc
California
$874K -$24.3K -56 -3%
SWA
5240
ShankerValleau Wealth Advisors
Illinois
$874K
WAM
5241
Weinberger Asset Management
California
$874K +$89K +205 +13%
XPN
5242
XY Planning Network
Montana
$872K +$454K +1,045 +147%
BAWM
5243
Bennett Associates Wealth Management
Pennsylvania
$870K -$132K -303 -15%
SVWG
5244
Shared Vision Wealth Group
United States
$870K +$869 +2 +0.1%
VI
5245
VanderPol Investments
Michigan
$868K -$22.1K -51 -3%
KWM
5246
KMT Wealth Management
California
$867K
TIM
5247
Total Investment Management
Arizona
$866K +$13K +30 +2%
RWM
5248
RMG Wealth Management
Wisconsin
$865K +$736K +1,695 New
PF
5249
Penney Financial
Texas
$864K
HIW
5250
Holos Integrated Wealth
Pennsylvania
$861K -$35.2K -81 -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.