We are live on ! Find out more
MSFT icon

Microsoft

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
BP
851
Ballentine Partners
Massachusetts
$96.1M +$3.05M +7,012 +4%
Diamond Hill Capital Management
852
Diamond Hill Capital Management
Ohio
$96.1M -$6.23M -14,355 -7%
HCM
853
Howard Capital Management
Georgia
$95.9M -$9.62M -22,149 -10%
SG
854
Sienna Gestion
France
$95.8M +$7.66M +17,635 +9%
HCMG
855
Howard Capital Management Group
California
$95.5M -$542K -1,248 -0.6%
OHIF
856
Oriental Harbor Investment Fund
Hong Kong
$95.4M -$39.8M -91,570 -32%
RMCM
857
Reynders McVeigh Capital Management
Massachusetts
$94.8M -$1.28M -2,956 -2%
PSP
858
Pacific Sage Partners
Washington
$94.7M -$1.15M -2,645 -1%
MIA
859
MMBG Investment Advisors
Florida
$94.5M +$4.78M +11,007 +6%
CCM
860
Compass Capital Management
Minnesota
$94.1M +$10.7M +24,736 +15%
DWT
861
Dorsey & Whitney Trust
South Dakota
$93.7M +$1.51M +3,471 +2%
DP
862
Dearborn Partners
Illinois
$93.6M -$2.58M -5,933 -3%
BAM
863
Berkshire Asset Management
Pennsylvania
$93.2M -$635K -1,462 -0.8%
HC
864
Henshaw Capital
Massachusetts
$92.9M
DP
865
Dundas Partners
United Kingdom
$92.8M
CIP
866
Cornerstone Investment Partners
Georgia
$92.5M +$125K +287 +0.2%
GIC
867
GFI Investment Counsel
Ontario, Canada
$92.4M -$773K -1,781 -1%
SF
868
Summit Financial
New Jersey
$92.2M +$8.62M +19,849 +12%
VIM
869
Vancity Investment Management
British Columbia, Canada
$92.2M -$1.35M -3,102 -2%
NPA
870
Nichols & Pratt Advisers
Massachusetts
$92.1M +$268K +616 +0.3%
GCM
871
Gladstone Capital Management
United Kingdom
$91.7M -$763K -1,757 -0.9%
FTWA
872
Fifth Third Wealth Advisors
Ohio
$91.6M +$3.22M +7,415 +4%
SW
873
SVB Wealth
Massachusetts
$91.5M +$79.8M +183,865 New
ICP
874
Ironvine Capital Partners
Nebraska
$91.4M -$6.12M -14,096 -7%
Verition Fund Management
875
Verition Fund Management
Connecticut
$91.2M -$238M -547,474 -75%

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.