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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
SC
5476
Swan Capital
Florida
$535K +$26.5K +61 +6%
SPW
5477
Surience Private Wealth
Washington
$534K -$25.2K -58 -5%
BWMG
5478
Bannerman Wealth Management Group
Texas
$532K +$464K +1,069 New
AWA
5479
Adapt Wealth Advisors
Georgia
$531K +$11.3K +26 +2%
BBL
5480
Beck Bode LLC
Massachusetts
$525K -$4.78K -11 -1%
HP
5481
Highlander Partners
Texas
$522K
BTIM
5482
BancFirst Trust & Investment Management
Oklahoma
$522K -$43.4K -100 -9%
LWMI
5483
Legacy Wealth Management (Idaho)
Idaho
$520K -$31.7K -73 -7%
LIS
5484
Legacy Investment Solutions
Idaho
$520K +$454K +1,045 New
PS
5485
Pinney & Scofield
Massachusetts
$518K +$29.5K +68 +7%
SWM
5486
Stonebridge Wealth Management
Illinois
$518K +$452K +1,041 New
GKFF
5487
George Kaiser Family Foundation
Oklahoma
$516K +$146K +337 +48%
SJGA
5488
Stephen J. Garry & Associates
New York
$516K
HFA
5489
Highland Financial Advisors
New Jersey
$514K
FAM
5490
Frontier Asset Management
Wyoming
$514K +$448K +1,032 New
KFG
5491
Kropog Financial Group
Louisiana
$513K +$869 +2 +0.2%
MWA
5492
Mills Wealth Advisors
Texas
$513K +$23K +53 +5%
FFW
5493
Fusion Family Wealth
New York
$513K
LCM
5494
Landscape Capital Management
New Jersey
$512K -$3.98M -9,176 -90%
CPC
5495
CFC Planning Company
Indiana
$511K -$434 -1 -0.1%
SWM
5496
Sagace Wealth Management
Florida
$510K -$59.5K -137 -12%
Qube Research & Technologies (QRT)
5497
Qube Research & Technologies (QRT)
United Kingdom
$506K -$482M -1,109,984 -100%
SWP
5498
Significant Wealth Partners
Illinois
$506K -$36K -83 -8%
FWS
5499
FinDec Wealth Services
California
$502K -$38.6K -89 -8%
SWA
5500
Safir Wealth Advisors
New Hampshire
$500K

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.