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
CC
1126
Constitution Capital
Connecticut
$56M +$2.03M +4,674 +4%
SCA
1127
Stillwater Capital Advisors
Pennsylvania
$55.9M -$541K -1,245 -1%
PWP
1128
Principle Wealth Partners
Connecticut
$55.7M +$1.37M +3,155 +3%
FDCP
1129
Foster Dykema Cabot & Partners
Massachusetts
$55.7M +$258K +593 +0.5%
RIP
1130
RAM Investment Partners
Washington
$55.6M +$10M +23,033 +26%
KWMG
1131
King Wealth Management Group
Florida
$55.5M -$898K -2,067 -2%
WAM
1132
Wilsey Asset Management
California
$55.4M +$6.51K +15 +0%
VWA
1133
Visionary Wealth Advisors
Illinois
$55.3M +$7.13M +16,419 +17%
WIC
1134
Willis Investment Counsel
Georgia
$55.2M +$2.91M +6,701 +6%
Kayne Anderson Rudnick Investment Management
1135
Kayne Anderson Rudnick Investment Management
California
$55.2M -$940K -2,164 -2%
SAM
1136
Sawgrass Asset Management
Florida
$55.1M -$7.96M -18,323 -14%
SCM
1137
Schnieders Capital Management
California
$55.1M +$1.95M +4,495 +4%
WC
1138
Whitney & Co
New York
$55M -$159K -365 -0.3%
BCM
1139
BTC Capital Management
Iowa
$55M +$449K +1,033 +0.9%
JSW
1140
Journey Strategic Wealth
New Jersey
$54.8M +$10.3M +23,650 +27%
SWP
1141
Sagespring Wealth Partners
Tennessee
$54.6M +$6.37M +14,665 +15%
AG
1142
Ascent Group
Virginia
$54.5M -$3.61M -8,303 -7%
RFA
1143
Rollins Financial Advisors
New York
$54.3M -$1.85M -4,270 -4%
JCM
1144
Jag Capital Management
Missouri
$54.3M +$500K +1,152 +1%
AHC
1145
Anderson Hoagland & Co
Missouri
$54.3M -$227K -523 -0.5%
MWM
1146
Moran Wealth Management
Florida
$54.1M -$647K -1,490 -1%
VHAM
1147
Van Hulzen Asset Management
California
$54.1M +$624K +1,438 +1%
VCM
1148
Valiant Capital Management
California
$54M +$3.65M +8,400 +8%
B
1149
Bensler
Washington
$54M -$354K -815 -0.7%
FCP
1150
Fidelis Capital Partners
Florida
$54M +$1.07M +2,455 +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.