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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
CEI
5551
Clark Estates Inc
New York
$424K
AIS
5552
American Investment Services
Massachusetts
$423K -$185K -425 -33%
KFGG
5553
Keystone Financial Group (Georgia)
Georgia
$421K +$434 +1 +0.1%
LWMT
5554
Legacy Wealth Management (Tennessee)
Tennessee
$420K -$291K -669 -44%
CCMIC
5555
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$420K -$10.9K -25 -3%
DK
5556
David Kennon
Florida
$420K
FF
5557
Friday Financial
Iowa
$419K +$94.7K +218 +35%
YWM
5558
Yardley Wealth Management
Pennsylvania
$418K -$16.9K -39 -4%
PVAMC
5559
PPS&V Asset Management Consultants
Michigan
$418K -$14.3K -33 -4%
NL
5560
NDWM LLC
California
$416K +$434 +1 +0.1%
FEM
5561
Fulcrum Equity Management
Texas
$416K +$68.2K +157 +23%
CWA
5562
Cornerstone Wealth Advisors
Minnesota
$415K -$7.38K -17 -2%
LFG
5563
Leverty Financial Group
Wisconsin
$414K -$20K -46 -5%
AIM
5564
Archer Investment Management
Texas
$410K +$81.6K +188 +30%
CWM
5565
Certus Wealth Management
California
$409K
TCM
5566
Teza Capital Management
Illinois
$406K +$354K +816 New
BIA
5567
Barry Investment Advisors
Massachusetts
$406K
1CM
5568
1492 Capital Management
Wisconsin
$402K -$4.78K -11 -1%
JWBC
5569
John W. Brooker & Co
California
$401K -$204K -469 -37%
BWM
5570
Biltmore Wealth Management
Arizona
$401K +$434 +1 +0.1%
CFGSD
5571
Compass Financial Group (South Dakota)
South Dakota
$400K -$1.74K -4 -0.5%
KC
5572
Kinloch Capital
Virginia
$399K
LWAM
5573
Legacy Wealth Asset Management
Minnesota
$398K
BCM
5574
Beddow Capital Management
Wyoming
$398K +$10.9K +25 +3%
LODC
5575
Lanham O'Dell & Company
West Virginia
$398K

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.