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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
BWA
5276
BlueSky Wealth Advisors
North Carolina
$815K -$328K -755 -32%
PAM
5277
PVG Asset Management
Colorado
$814K +$141K +324 +25%
GWM
5278
GoalFusion Wealth Management
Texas
$813K -$22.6K -52 -3%
NAMA
5279
Nikko Asset Management Americas
New York
$812K -$16.2M -37,251 -96%
LWM
5280
Luminvest Wealth Management
Arizona
$811K +$434 +1 +0.1%
CPWM
5281
Cypress Point Wealth Management
Texas
$805K +$32.6K +75 +5%
MFN
5282
Midwest Financial Network
Illinois
$804K +$468K +1,078 +200%
MAS
5283
MPWM Advisory Solutions
Georgia
$803K -$155K -358 -18%
HHMI
5284
Howard Hughes Medical Institute
Maryland
$801K +$700K +1,611 New
KG
5285
Kilter Group
New York
$797K +$1.3K +3 +0.2%
DMKJ
5286
David M. Knott Jr
$796K
CSIA
5287
Carl Stuart Investment Advisor
Texas
$794K +$434 +1 +0.1%
AWMNY
5288
Arcadia Wealth Management (New York)
New York
$794K
ACM
5289
Alamar Capital Management
California
$794K
CMMS
5290
Comprehensive Money Management Services
Florida
$793K -$26.1K -60 -4%
PFG
5291
Pinnacle Financial Group
Illinois
$793K +$181K +417 +35%
LKBC
5292
L.K. Benson & Company
Maryland
$792K
LW
5293
Lauer Wealth
Indiana
$785K -$355K -817 -35%
IDBONY
5294
Israel Discount Bank of New York
New York
$783K -$132K -304 -16%
TF
5295
Threadgill Financial
Texas
$778K +$8.25K +19 +1%
FF
5296
Foronjy Financial
California
$778K +$680K +1,565 New
CC
5297
Centiva Capital
New York
$777K -$587K -1,352 -46%
AWMNH
5298
Arcadia Wealth Management (New Hampshire)
New Hampshire
$775K -$184K -423 -21%
KCM
5299
Kaye Capital Management
California
$774K -$20.8K -48 -3%
VFIC
5300
Valley Forge Investment Consultants
Pennsylvania
$770K +$52.1K +120 +8%

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.