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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
RWP
5651
Reliant Wealth Planning
Kentucky
$321K +$280K +645 New
1L
5652
10Elms LLP
Oklahoma
$318K -$43.4K -100 -14%
SA
5653
swisspartners Advisors
Switzerland
$318K -$2.46M -5,666 -90%
1NWS
5654
1 North Wealth Services
Maryland
$317K -$8.69K -20 -3%
LBA
5655
Letko, Brosseau & Associates
Quebec, Canada
$317K
AFO
5656
Aurelius Family Office
New Hampshire
$317K -$3.04K -7 -1%
LJCM
5657
Lee Johnson Capital Management
Texas
$316K +$434 +1 +0.2%
PFA
5658
Pinnacle Family Advisors
Missouri
$315K +$277K +637 New
IFPL
5659
Investments & Financial Planning LLC
Kentucky
$315K +$434 +1 +0.2%
EG
5660
Ellerson Group
Maryland
$314K
TF
5661
Theory Financial
Colorado
$313K +$10.9K +25 +4%
TCM
5662
TABR Capital Management
California
$310K -$73.4K -169 -21%
QHA
5663
Quarry Hill Advisors
Minnesota
$307K +$268K +617 New
WHCFA
5664
William Howard & Co Financial Advisors
Tennessee
$307K
DB
5665
Dravo Bay
Delaware
$306K -$45.6K -105 -15%
SFO
5666
Standard Family Office
South Dakota
$306K
KA
5667
Kerrisdale Advisers
Florida
$304K -$8.53M -19,650 -97%
GFA
5668
Grunden Financial Advisory
Texas
$304K
LIA
5669
Luken Investment Analytics
Tennessee
$302K
NHFG
5670
New Harbor Financial Group
Massachusetts
$301K -$52.5K -121 -17%
OF
5671
Outfitter Financial
Maine
$301K
CSC
5672
Cove Street Capital
California
$298K
CCM
5673
Cambridge Capital Management
Illinois
$298K
RBC
5674
Rye Brook Capital
Connecticut
$298K
ACM
5675
Altrius Capital Management
North Carolina
$296K -$3.91K -9 -1%

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.