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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
WCM
1001
Wedge Capital Management
North Carolina
$70.9M -$5.54M -12,753 -8%
MAA
1002
Matrix Asset Advisors
New York
$70.7M -$413K -950 -0.7%
HIP
1003
HUB Investment Partners
Texas
$70.7M +$1.38M +3,186 +2%
HTHT
1004
Hemenway Trust Hemenway Trust
New Hampshire
$70.6M -$20.8K -48 -0%
VSQM
1005
V-Square Quantitative Management
Illinois
$70.3M -$351K -808 -0.6%
GCC
1006
Guardian Capital (Canada)
Ontario, Canada
$70.1M +$1.29M +2,959 +2%
CUAMC
1007
China Universal Asset Management Company
China
$70.1M -$10M -23,093 -14%
DAS
1008
Diversify Advisory Services
Utah
$70.1M +$21M +48,330 +58%
BFIM
1009
Beese Fulmer Investment Management
Ohio
$69.9M +$2.67M +6,143 +5%
SW
1010
SteelPeak Wealth
California
$69.8M -$12.4M -28,603 -17%
BFO
1011
Boston Family Office
Massachusetts
$69.7M +$733K +1,689 +1%
AWS
1012
Atria Wealth Solutions
New York
$69.6M -$79.4M -182,741 -57%
AFG
1013
Albion Financial Group
Utah
$69.2M +$315K +726 +0.5%
RC
1014
Roundview Capital
New Jersey
$69M +$308K +709 +0.5%
CB
1015
Cadence Bank
Mississippi
$69M +$1.05M +2,413 +2%
OPCM
1016
Osborne Partners Capital Management
California
$68.8M -$1.71M -3,931 -3%
BAM
1017
Bellevue Asset Management
Washington
$68.7M -$622K -1,433 -1%
LCS
1018
Levin Capital Strategies
New York
$68.7M +$216K +497 +0.4%
CPH
1019
C Partners Holding
Switzerland
$68.6M +$8.28M +19,063 +16%
PAG
1020
Private Advisory Group
Washington
$68.2M +$555K +1,277 +0.9%
FAT
1021
First American Trust
California
$67.8M +$9.12K +21 +0%
MA
1022
Montag & Associates
Georgia
$67.8M -$3.38M -7,787 -5%
NCM
1023
Nellore Capital Management
California
$67.7M -$6.51M -15,000 -10%
ECM
1024
Everence Capital Management
Indiana
$67.6M
TBBL
1025
True Blue (BVI) Ltd
$67.5M

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.