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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
DT
801
Diversified Trust
Tennessee
$107M -$3.22M -7,412 -3%
KWM
802
Kingsview Wealth Management
Oregon
$106M -$538K -1,239 -0.6%
AI
803
Ariel Investments
Illinois
$106M +$38.8M +89,244 +72%
OWP
804
Obermeyer Wealth Partners
Colorado
$106M +$33K +76 +0%
IHL
805
Investment House LLC
California
$105M -$5.03M -11,584 -5%
RCP
806
RIT Capital Partners
United Kingdom
$105M +$92.1M +212,000 New
OC
807
Oakmont Corp
California
$105M -$343K -789 -0.4%
EIA
808
Edgemoor Investment Advisors
Maryland
$105M -$2.02M -4,644 -2%
CIA
809
Capital Investment Advisors
Georgia
$105M +$3.53M +8,120 +4%
VFA
810
Valeo Financial Advisors
Indiana
$104M -$27.9M -64,157 -23%
AAM
811
Aureus Asset Management
Massachusetts
$104M +$1.24M +2,860 +1%
BCV
812
Banque Cantonale Vaudoise
Switzerland
$104M -$23M -52,866 -20%
WT
813
Washington Trust
Rhode Island
$104M -$723K -1,664 -0.8%
EWM
814
Empirical Wealth Management
Washington
$104M +$4.15M +9,566 +5%
NB
815
NBT Bank
New York
$104M -$956K -2,201 -1%
MC
816
Moors & Cabot
Massachusetts
$104M -$1.27M -2,918 -1%
SIG
817
Senator Investment Group
New York
$103M +$14.1M +32,500 +19%
AWM
818
Axxcess Wealth Management
California
$103M +$1.89M +4,352 +2%
PWP
819
Private Wealth Partners
California
$103M -$3.07M -7,062 -3%
KCM
820
Kanawha Capital Management
Virginia
$103M -$945K -2,176 -1%
VVP
821
Venture Visionary Partners
Ohio
$103M -$6.26M -14,409 -7%
BCM
822
Brookstone Capital Management
Illinois
$103M -$416K -957 -0.5%
WS
823
Wedbush Securities
California
$103M -$5.25M -12,088 -6%
MCM
824
Mill Capital Management
North Carolina
$102M -$3.07M -7,070 -3%
ISL
825
Ingalls & Snyder LLC
New York
$102M -$1.42M -3,260 -2%

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.