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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
EPM
5351
Elm Partners Management
Pennsylvania
$699K +$264K +607 +76%
MSA
5352
Marathon Strategic Advisors
Pennsylvania
$697K +$28.7K +66 +5%
MCA
5353
Martin Capital Advisors
Texas
$696K
BSG
5354
Black Swift Group
Colorado
$696K +$85.1K +196 +16%
FIC
5355
Family Investment Center
Missouri
$694K +$370K +852 +157%
GWA
5356
Gutierrez Wealth Advisory
Arkansas
$692K -$169K -390 -22%
TVAMP
5357
Tennessee Valley Asset Management Partners
Tennessee
$691K -$2.18M -5,018 -78%
GWA
5358
Genesis Wealth Advisors
Massachusetts
$690K
LAM
5359
Lountzis Asset Management
Pennsylvania
$687K
FIA
5360
FPC Investment Advisory
California
$686K +$20.8K +48 +4%
STFP
5361
Signal Tree Financial Partners
Ohio
$685K +$36K +83 +6%
JWM
5362
JDH Wealth Management
California
$683K -$110K -254 -16%
OKSA
5363
O'Keefe Stevens Advisory
New York
$682K +$3.91K +9 +0.7%
NLWP
5364
Next Level Wealth Planning
Idaho
$678K -$1.74K -4 -0.3%
CFP
5365
Cypress Financial Planning
New Jersey
$678K -$122K -281 -17%
LWIC
5366
Leith Wheeler Investment Counsel
British Columbia, Canada
$676K -$792K -1,823 -57%
AAG
5367
Avalon Advisory Group
Pennsylvania
$676K -$9.55K -22 -2%
FAM
5368
Fenimore Asset Management
New York
$676K
SF
5369
Seek First
California
$675K +$8.69K +20 +1%
5W
5370
5T Wealth
California
$675K +$66.9K +154 +13%
AFA
5371
Alpha Financial Advisors
North Carolina
$675K +$200K +461 +51%
TR
5372
Tepp RIA
New Jersey
$672K -$111K -255 -16%
LWA
5373
Ledgewood Wealth Advisors
New Hampshire
$671K
GC
5374
GatePass Capital
Ohio
$671K +$138K +317 +31%
SP
5375
SIH Partners
Delaware
$670K +$585K +1,347 New

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.