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Microsoft

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
CM
5601
Cornerstone Management
Georgia
$372K +$65.1K +150 +25%
SFA
5602
Spectrum Financial Alliance
Kentucky
$370K
EFP
5603
Envision Financial Planning
Tennessee
$368K +$16.9K +39 +6%
MFS
5604
McNamara Financial Services
Massachusetts
$365K
JC
5605
JBGlobal.com
New York
$364K
JFG
5606
JDM Financial Group
Texas
$363K
SPWM
5607
Straight Path Wealth Management
Michigan
$363K +$11.3K +26 +4%
HWA
5608
Hillcrest Wealth Advisors
New Jersey
$362K
AWA
5609
Aquire Wealth Advisors
Utah
$359K -$1.74K -4 -0.6%
S4W
5610
Solutions 4 Wealth
Texas
$357K
SIAS
5611
Summit Investment Advisory Services
Minnesota
$355K -$189K -435 -38%
GSCM
5612
Greenfield Seitz Capital Management
Texas
$355K
AC
5613
Applied Capital
Arkansas
$354K -$869 -2 -0.3%
NEPPG
5614
New England Professional Planning Group
Rhode Island
$353K
WF
5615
Williams Financial
Vermont
$352K +$307K +708 New
MWM
5616
Maltin Wealth Management
New Jersey
$352K +$869 +2 +0.3%
SWCM
5617
Sullivan Wood Capital Management
District of Columbia
$352K +$307K +707 New
IWM
5618
Inlight Wealth Management
Georgia
$351K -$16.5K -38 -5%
PWAC
5619
Private Wealth Advisors (California)
California
$350K +$434 +1 +0.1%
SWM
5620
Stark Wealth Management
Pennsylvania
$347K +$303K +697 New
SC
5621
Skylands Capital
Wisconsin
$346K
GS
5622
Gagnon Securities
New York
$344K -$5.21K -12 -2%
MWP
5623
MYCIO Wealth Partners
Pennsylvania
$344K
EF
5624
Elite Financial
Idaho
$343K
RCG
5625
Ruane, Cunniff & Goldfarb
New York
$343K +$17.4K +40 +6%

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.