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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
LP
5251
LGL Partners
Pennsylvania
$857K -$53.4K -123 -7%
GWM
5252
Global Wealth Management
New Jersey
$856K +$1.3K +3 +0.2%
AC
5253
Avant Capital
Louisiana
$851K +$245K +565 +49%
SF
5254
Strategent Financial
Virginia
$850K -$47.8K -110 -6%
CWP
5255
Clark Wealth Partners
Illinois
$849K +$86K +198 +13%
LWA
5256
LifeGoal Wealth Advisors
New York
$847K +$145K +333 +24%
PCM
5257
Politan Capital Management
New York
$846K +$739K +1,701 New
KIM
5258
Karpus Investment Management
New York
$846K
AFG
5259
Arkansas Financial Group
Arkansas
$845K +$26.1K +60 +4%
SLT
5260
St Louis Trust
Missouri
$843K
SGI
5261
Swan Global Investments
Colorado
$840K +$129K +297 +21%
BGAI
5262
Bruce G. Allen Investments
Colorado
$840K -$16.9K -39 -2%
CCM
5263
Cutler Capital Management
Massachusetts
$833K -$47.3K -109 -6%
TPW
5264
TL Private Wealth
Texas
$832K
RFA
5265
RTD Financial Advisors
Pennsylvania
$832K -$117K -269 -14%
JAA
5266
Joel Adams & Associates
North Carolina
$831K -$16.5K -38 -2%
CC
5267
Capstone Capital
Nevada
$829K -$22.1K -51 -3%
WWM
5268
Woodside Wealth Management
Massachusetts
$828K
HA
5269
HFG Advisors
Ohio
$825K -$6.51K -15 -0.9%
BWM
5270
Base Wealth Management
Florida
$824K -$16.1K -37 -2%
MA
5271
Maxele Advisors
Missouri
$820K +$58.2K +134 +9%
HPA
5272
High Probability Advisors
New York
$820K +$1.3K +3 +0.2%
CAM
5273
Cobblestone Asset Management
Virginia
$818K +$42.6K +98 +6%
SBF
5274
Sara-Bay Financial
Florida
$815K -$13.9K -32 -2%
TWA
5275
Trace Wealth Advisors
California
$815K -$391K -900 -35%

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.