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
PTC
1051
Philadelphia Trust Company
Pennsylvania
$65.5M -$2.29M -5,275 -4%
SWM
1052
Spire Wealth Management
Virginia
$65.5M -$22M -50,668 -28%
CW
1053
CreativeOne Wealth
Kansas
$65.3M +$3.65M +8,398 +7%
JWBC
1054
J.W. Burns & Co
New York
$65.2M -$463K -1,067 -0.8%
BVDMP
1055
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$65.1M
MIM
1056
Morningstar Investment Management
Illinois
$64.7M +$740K +1,705 +1%
YC
1057
Yarbrough Capital
Tennessee
$64.6M
WIM
1058
Weitz Investment Management
Nebraska
$64.4M -$2.17M -5,000 -4%
AIM
1059
Avity Investment Management
Connecticut
$64.2M +$1.16M +2,664 +2%
HH
1060
Hilltop Holdings
Texas
$64M -$486K -1,119 -0.9%
KFP
1061
KMG Fiduciary Partners
Ohio
$63.9M +$854K +1,966 +2%
BOH
1062
Bank of Hawaii
Hawaii
$63.3M +$434K +999 +0.8%
CCA
1063
Cobblestone Capital Advisors
New York
$63.1M +$898K +2,067 +2%
PIA
1064
Petredis Investment Advisors
Pennsylvania
$62.9M +$468K +1,077 +0.9%
BC
1065
Burney Company
Virginia
$62.8M +$1.08M +2,477 +2%
VCAM
1066
Van Cleef Asset Management
Ohio
$62.7M -$254K -584 -0.5%
SCM
1067
SCS Capital Management
Massachusetts
$62.5M +$21.9M +50,479 +67%
MK
1068
MASTERINVEST Kapitalanlage
$62.5M +$54.6M +125,718 New
SPC
1069
Stony Point Capital
New York
$62.1M +$19.7M +45,365 +57%
CA
1070
Callahan Advisors
Texas
$62M -$32.1K -74 -0.1%
IWM
1071
IHT Wealth Management
Illinois
$61.8M -$803K -1,848 -1%
KB
1072
Kimelman & Baird
New York
$61.8M -$83.8K -193 -0.2%
UAM
1073
UAS Asset Management
New York
$61.7M +$2.45M +5,646 +5%
OCM
1074
One Capital Management
California
$61.3M +$10.3M +23,651 +24%
EW
1075
Evoke Wealth
California
$61.3M +$2.82M +6,487 +6%

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.