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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
ACM
5426
Avos Capital Management
Washington
$596K -$183K -421 -26%
OFG
5427
Omega Financial Group
California
$596K +$156K +360 +43%
BIS
5428
BG Investment Services
Guam
$595K +$73.4K +169 +16%
BWA
5429
BCU Wealth Advisors
Illinois
$594K +$519K +1,195 New
LWMNY
5430
Landmark Wealth Management (New York)
New York
$593K -$14.8K -34 -3%
TWP
5431
Total Wealth Planning
Ohio
$591K +$35.2K +81 +7%
LWM
5432
Latko Wealth Management
Illinois
$590K +$175K +403 +52%
BS
5433
Brighton Securities
New York
$589K -$162K -372 -24%
MF
5434
Midwestern Financial
Iowa
$587K +$513K +1,181 New
GG
5435
GenWealth Group
New Jersey
$587K
KWM
5436
Kiker Wealth Management
Georgia
$585K -$216K -498 -30%
JWM
5437
JFG Wealth Management
Colorado
$577K
BHWM
5438
Bay Harbor Wealth Management
Maryland
$576K +$106K +243 +27%
TFP
5439
Triune Financial Partners
Kansas
$575K -$79.5K -183 -14%
CWP
5440
Corepath Wealth Partners
Arizona
$575K +$4.34K +10 +0.9%
RL
5441
Retireful LLC
Michigan
$574K +$501K +1,153 New
SC
5442
Scratch Capital
Idaho
$573K -$62.1K -143 -11%
KIC
5443
Keating Investment Counselors
Florida
$571K +$23K +53 +5%
GWAM
5444
Guardian Wealth Advisors (Minnesota)
Minnesota
$571K -$10.9K -25 -2%
SG
5445
Strid Group
Pennsylvania
$570K -$145K -335 -23%
GFG
5446
Grantvest Financial Group
New Jersey
$570K -$71.7K -165 -13%
DIM
5447
DC Investments Management
Virginia
$568K
WC
5448
Wexford Capital
Florida
$566K -$232K -535 -32%
SMAM
5449
Sugar Maple Asset Management
Wisconsin
$563K -$99.9K -230 -17%
TCTWM
5450
Three Cord True Wealth Management
Pennsylvania
$563K -$45.6K -105 -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.