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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
LPP
5676
Life Planning Partners
Florida
$294K
CMP
5677
Courage Miller Partners
Virginia
$290K -$319K -734 -56%
ALS
5678
Andrew L. Share
$286K
TFG
5679
Team Financial Group
California
$286K -$60.4K -139 -19%
AI
5680
Arrien Investments
Idaho
$286K -$16.5K -38 -6%
CAWM
5681
Capital A Wealth Management
Pennsylvania
$283K -$1.16M -2,675 -78%
HWM
5682
Horizons Wealth Management
North Carolina
$283K -$13.9K -32 -5%
SVWA
5683
Sarver Vrooman Wealth Advisors
Missouri
$282K
LSV Asset Management
5684
LSV Asset Management
Illinois
$281K +$155K +356 +171%
HWA
5685
Heritage Wealth Architects
Minnesota
$280K +$244K +563 New
PFM
5686
Patton Fund Management
Texas
$280K +$244K +562 New
GVIC
5687
Global Value Investment Corporation
Wisconsin
$278K -$4.34K -10 -2%
WFC
5688
Western Financial Corp
California
$275K
CWM
5689
Consultiva Wealth Management
Puerto Rico
$275K
SW
5690
Schulz Wealth
Texas
$274K +$869 +2 +0.4%
MAFA
5691
MJT & Associates Financial Advisory
Minnesota
$273K
SCM
5692
Stonehearth Capital Management
Massachusetts
$272K
MHIP
5693
Mountain Hill Investment Partners
New Jersey
$271K -$1.3K -3 -0.5%
HAS
5694
Horizon Advisory Services
New York
$269K
FIG
5695
FSA Investment Group
Florida
$267K -$77.7K -179 -25%
HFA
5696
Harbert Fund Advisors
Alabama
$266K -$4.11M -9,465 -95%
RIA
5697
Retirement Investment Advisors
Oklahoma
$266K
ADMI
5698
Albert D. Mason Inc
Massachusetts
$262K +$229K +527 New
WFS
5699
Weitzel Financial Services
Iowa
$262K +$216K +497 New
BWA
5700
Brave Warrior Advisors
New York
$261K -$326K -750 -59%

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.