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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
CPA
5326
Clear Point Advisors
New York
$728K +$13.5K +31 +2%
BFP
5327
Briaud Financial Planning
Texas
$727K +$39.1K +90 +7%
WFPG
5328
Waller Financial Planning Group
Ohio
$727K -$157K -362 -20%
RIG
5329
Ramiah Investment Group
Wisconsin
$726K +$634K +1,460 New
TPW
5330
Tiller Private Wealth
Pennsylvania
$726K -$419K -964 -40%
AFS
5331
Axiom Financial Strategies
Indiana
$724K -$508K -1,169 -45%
DWS
5332
Dynamic Wealth Strategies
California
$723K -$7.38K -17 -1%
Q1WB
5333
Quest 10 Wealth Builders
Virginia
$721K +$29.1K +67 +5%
CWM
5334
Core Wealth Management
Florida
$718K -$63.4K -146 -9%
TA
5335
TKG Advisors
Indiana
$718K -$6.08K -14 -1%
HOWA
5336
Heritage Oak Wealth Advisors
Florida
$718K +$18.2K +42 +3%
WCM
5337
Wealthcare Capital Management
Virginia
$717K -$728K -1,676 -54%
DLHL
5338
Donald L. Hagan LLC
Florida
$717K -$6.08K -14 -1%
WWP
5339
Waypoint Wealth Partners
California
$717K +$394K +908 +170%
ACM
5340
Anfield Capital Management
California
$717K +$49.9K +115 +9%
FCG
5341
Financial Connections Group
California
$716K +$31.3K +72 +5%
BCM
5342
Basso Capital Management
Connecticut
$716K -$23.9K -55 -4%
PA
5343
Prism Advisors
California
$712K
AWM
5344
Altus Wealth Management
Kentucky
$711K -$504K -1,161 -45%
CCG
5345
Capital CS Group
California
$710K +$375K +864 +153%
DWM
5346
Denver Wealth Management
Colorado
$709K -$9.55K -22 -2%
OA
5347
Oceanside Advisors
South Carolina
$708K
SC
5348
Schiavi & Co
Delaware
$706K
DAL
5349
Delta Accumulation LLC
California
$701K +$869 +2 +0.1%
GFM
5350
GEN Financial Management
Minnesota
$700K -$413K -952 -40%

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.