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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
MGWA
5376
Monument Group Wealth Advisors
Massachusetts
$669K +$184K +424 +46%
LFWA
5377
LBJ Family Wealth Advisors
Texas
$664K +$434 +1 +0.1%
MC
5378
Maren Capital
Illinois
$664K -$391K -900 -40%
MAP
5379
Moody Aldrich Partners
Massachusetts
$663K
CAM
5380
Clarity Asset Management
Iowa
$663K +$246K +566 +74%
FF
5381
Financial Futures
New Jersey
$663K -$45.2K -104 -7%
SOWAS
5382
Silver Oak Wealth Advisors Services
California
$663K -$47.3K -109 -8%
BWL
5383
Beacon Wealthcare LLC
North Carolina
$662K +$13K +30 +2%
CAAM
5384
Cornerstone Advisors Asset Management
Pennsylvania
$662K +$32.6K +75 +6%
MFG
5385
Mustico Financial Group
New York
$660K +$546K +1,257 New
NJBEST
5386
New Jersey Better Educational Savings Trust
New Jersey
$658K -$1.47M -3,387 -72%
LAMNM
5387
Longview Asset Management (New Mexico)
New Mexico
$657K +$40K +92 +7%
DWA
5388
Delta Wealth Advisors
Indiana
$656K -$131K -301 -19%
SIA
5389
Spectrum Investment Advisors
Wisconsin
$653K +$16.9K +39 +3%
MFG
5390
MTM Financial Group
Pennsylvania
$651K +$35.2K +81 +7%
VFG
5391
Valley Financial Group
Pennsylvania
$650K
OAP
5392
One Advisory Partners
Kansas
$649K +$221K +510 +66%
CWM
5393
Capital Wealth Management
Rhode Island
$649K
FC
5394
Farringdon Capital
United Kingdom
$648K -$385K -887 -41%
LFA
5395
LifeGuide Financial Advisors
Pennsylvania
$648K
JPT
5396
Jordan Park Trust
New Hampshire
$648K +$74.3K +171 +15%
DFG
5397
Dynamic Financial Group
Iowa
$648K +$7.38K +17 +1%
OCM
5398
Objective Capital Management
Ohio
$645K -$171K -394 -23%
JCIA
5399
Jackson Creek Investment Advisors
Colorado
$644K -$10.9K -25 -2%
LL
5400
LPWM LLC
Minnesota
$644K

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.