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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
MCA
5401
Maryland Capital Advisors
Maryland
$638K +$142K +328 +34%
FPCG
5402
Forum Private Client Group
Indiana
$638K +$434 +1 +0.1%
AP
5403
Aspect Partners
Virginia
$637K +$146K +336 +36%
TL
5404
Tradewinds LLC
North Carolina
$636K -$16.7M -38,399 -97%
MWA
5405
Merkkuri Wealth Advisors
New York
$636K -$64.3K -148 -10%
FWMP
5406
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$635K +$8.69K +20 +2%
MAM
5407
Marquette Asset Management
Minnesota
$635K -$2.17K -5 -0.4%
LIM
5408
Lagoda Investment Management
New York
$634K
SPIO
5409
Seven Post Investment Office
California
$634K
DWM
5410
DKM Wealth Management
California
$633K -$8.69K -20 -2%
GWM
5411
Grand Wealth Management
Michigan
$621K -$40K -92 -7%
BBWP
5412
Beacon Bridge Wealth Partners
Pennsylvania
$621K -$42.1K -97 -7%
LTL
5413
Lowery Thomas LLC
California
$620K -$43.4K -100 -7%
GWMI
5414
Guardian Wealth Management (Illinois)
Illinois
$619K +$5.65K +13 +1%
DRP
5415
Decker Retirement Planning
Utah
$615K +$108K +248 +25%
MAM
5416
McCarthy Asset Management
California
$613K
PAG
5417
Poinciana Advisors Group
Florida
$612K +$150K +345 +39%
FOFP
5418
Fee-Only Financial Planning
South Carolina
$610K
TAM
5419
TCP Asset Management
Ohio
$608K -$869 -2 -0.2%
AFTS
5420
American Financial & Tax Strategies
New York
$608K -$14.8K -34 -3%
PWA
5421
Principia Wealth Advisory
Texas
$606K +$36.9K +85 +7%
BFP
5422
Beacon Financial Planning
Massachusetts
$603K -$3.47K -8 -0.7%
EFG
5423
Ehrlich Financial Group
California
$602K -$5.65K -13 -1%
T
5424
TrueFG
Texas
$599K +$4.34K +10 +0.8%
OFP
5425
OLIO Financial Planning
Virginia
$597K -$41.3K -95 -7%

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.