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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
WFA
5776
Wells Financial Advisors
Massachusetts
$151K +$57.8K +133 +78%
HIA
5777
HFM Investment Advisors
New Jersey
$141K +$38.2K +88 +45%
MDCM
5778
Morgan Dempsey Capital Management
Wisconsin
$119K +$32.6K +75 +45%
CW
5779
Cooksen Wealth
Texas
$114K
AWM
5780
Avondale Wealth Management
Texas
$112K +$49.9K +115 +105%
SFCL
5781
Strengthening Families & Communities LLC
Massachusetts
$105K -$18.7K -43 -13%
BG
5782
Bellevue Group
Switzerland
$101K
KIG
5783
Kessler Investment Group
Indiana
$100K -$6.08K -14 -7%
PIS
5784
POM Investment Strategies
North Carolina
$95.5K -$119K -274 -59%
GG
5785
Gleason Group
Kentucky
$94K -$869 -2 -1%
CWA
5786
Carolina Wealth Advisors
South Carolina
$91K +$9.12K +21 +13%
PCM
5787
Perritt Capital Management
Illinois
$90.3K -$61.2K -141 -44%
CF
5788
Conquis Financial
California
$81.1K -$190K -437 -73%
CGA
5789
Compound Global Advisors
Washington
$77.6K -$1.03M -2,373 -94%
MG
5790
MilWealth Group
Wisconsin
$69.6K
LFA
5791
Legend Financial Advisors
Pennsylvania
$68.6K +$59.9K +138 New
WOC
5792
West Oak Capital
California
$64.1K +$81.6K +188 +1%
PS
5793
PayPay Securities
Japan
$62.7K +$12.6K +29 +30%
UOIF
5794
University of Illinois Foundation
Illinois
$49.7K +$43.4K +100 New
CJH
5795
Christopher J. Hasenberg
Wisconsin
$47.3K
FAI
5796
Fiduciary Advisors Inc
Missouri
$45K
DFC
5797
DB Fitzpatrick & Co
Idaho
$41.3K
SWP
5798
SIMA Wealth Partners
Virginia
$39.9K
NOI
5799
Newton One Investments
Delaware
$37.4K
WCM
5800
Westend Capital Management
California
$36.4K +$25.2K +58 +387%

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.