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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
MWML
5626
M Wealth Management LLC
California
$342K +$299K +688 New
FA
5627
Financial Alternatives
California
$339K
CIM
5628
Corbyn Investment Management
Maryland
$338K -$2.17K -5 -0.7%
RVM
5629
Robinson Value Management
Texas
$338K
AIC
5630
Allodium Investment Consultants
Minnesota
$338K +$295K +680 New
RWS
5631
Rochester Wealth Strategies
Michigan
$338K
DGI
5632
Disciplined Growth Investors
Minnesota
$338K
WW
5633
Winnow Wealth
Texas
$337K -$674K -1,551 -70%
AAG
5634
Accordant Advisory Group
Maryland
$337K +$7.38K +17 +3%
SWM
5635
Stapp Wealth Management
Washington
$336K
PFA
5636
Portland Financial Advisors
New York
$334K -$53.4K -123 -15%
BWM
5637
Buska Wealth Management
Wisconsin
$333K -$15.6K -36 -5%
FPW
5638
Flagship Private Wealth
Massachusetts
$333K -$13.9K -32 -5%
KFSN
5639
Keystone Financial Services (Nebraska)
Nebraska
$333K +$13.9K +32 +5%
FIS
5640
Fischer Investment Strategies
California
$333K +$4.78K +11 +2%
SWM
5641
Schwallier Wealth Management
Michigan
$332K -$73.4K -169 -20%
RW
5642
Ridgeline Wealth
Arizona
$331K -$21.7K -50 -7%
CIM
5643
CCLA Investment Management
United Kingdom
$330K +$18M +41,495 +7%
EI
5644
eCIO Inc
Wisconsin
$330K -$9.99K -23 -3%
HF
5645
Holcombe Financial
Georgia
$326K +$18.2K +42 +7%
MM
5646
Meridian Management
Arkansas
$326K -$168K -386 -39%
JCM
5647
J2 Capital Management
Michigan
$324K +$283K +652 New
LAMC
5648
Longview Asset Management (California)
California
$323K -$21.7K -50 -7%
AIM
5649
Access Investment Management
Georgia
$323K +$282K +649 New
HA
5650
HC Advisors
Georgia
$322K -$98.6K -227 -26%

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.