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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
UI
5701
Unconventional Investor
New Hampshire
$260K -$33.4K -77 -13%
EA
5702
Evergreen Advisors
Tennessee
$260K +$227K +522 New
LKWM
5703
Lee-Kelleher Wealth Management
Maryland
$260K +$227K +522 New
BDWCC
5704
B&D White Capital Company
Texas
$259K -$2.43M -5,600 -92%
CF
5705
Crosspoint Financial
California
$256K -$48.2K -111 -18%
ASG
5706
Ariston Services Group
California
$256K +$223K +514 New
PWM
5707
Parkworth Wealth Management
California
$255K +$48.6K +112 +28%
KWM
5708
Kanen Wealth Management
Florida
$253K +$221K +509 New
BPWM
5709
Black Point Wealth Management
Florida
$252K -$1.47M -3,388 -87%
AA
5710
AF Advisors
California
$251K +$219K +504 New
KPWM
5711
KDK Private Wealth Management
Texas
$251K +$219K +504 New
VF
5712
Vestment Financial
Minnesota
$249K -$21.7K -50 -9%
AWMG
5713
ADG Wealth Management Group
Louisiana
$249K +$218K +501 New
PCM
5714
Ping Capital Management
New York
$249K -$304K -700 -58%
PWMG
5715
Pioneer Wealth Management Group
Texas
$247K +$216K +497 New
APW
5716
Atlantic Private Wealth
North Carolina
$246K -$6.08K -14 -3%
KPPF
5717
Klein Pavlis & Peasley Financial
California
$246K -$100K -231 -32%
PWH
5718
Priebe Wealth Holdings
Minnesota
$246K -$851K -1,960 -80%
ES
5719
ETF Store
Kansas
$245K +$214K +493 New
LWP
5720
Laurel Wealth Planning
Minnesota
$245K -$32.6K -75 -13%
PPW
5721
PACK Private Wealth
Minnesota
$245K +$214K +493 New
MWP
5722
Moller Wealth Partners
$244K +$213K +490 New
UFF
5723
USA Financial Formulas
Michigan
$241K +$210K +484 New
FA
5724
FC Advisory
Pennsylvania
$240K +$209K +482 New
LFA
5725
Livelsberger Financial Advisory
Ohio
$239K +$208K +480 New

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.