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
TSW
1276
Three Seasons Wealth
Utah
$44.1M +$34.3M +78,874 +813%
HWM
1277
Hohimer Wealth Management
Washington
$44M -$65.6K -151 -0.2%
MIM
1278
Marco Investment Management
Georgia
$44M +$601K +1,385 +2%
TSAM
1279
Trinity Street Asset Management
United Kingdom
$44M +$175K +402 +0.5%
AO
1280
Allen Operations
New York
$44M
P
1281
Pitcairn
Pennsylvania
$43.9M -$4.66M -10,742 -11%
SGK
1282
Steigerwald Gordon & Koch
Virginia
$43.8M +$615K +1,417 +2%
JC
1283
Jacobs & Co
California
$43.8M -$1.13M -2,595 -3%
LG
1284
LaFleur & Godfrey
Michigan
$43.6M -$533K -1,228 -1%
RC
1285
Randolph Company
Ohio
$43.6M +$873K +2,011 +2%
CMI
1286
Clare Market Investments
Texas
$43.5M -$2.34M -5,394 -6%
BCM
1287
Bridgeway Capital Management
Texas
$43.5M +$422K +971 +1%
CCA
1288
Checchi Capital Advisers
California
$43.5M -$885K -2,038 -2%
KIM
1289
Kestra Investment Management
Texas
$43.5M +$22.2M +51,115 +106%
MG
1290
Mather Group
Illinois
$43.4M +$257K +592 +0.7%
CA
1291
CSM Advisors
Pennsylvania
$43.3M +$1.51M +3,480 +4%
CNBT
1292
Canandaigua National Bank & Trust
New York
$43.3M +$1.58M +3,647 +4%
SAI
1293
Savvy Advisors Inc
New York
$43.2M +$12.7M +29,141 +51%
BAM
1294
Belpointe Asset Management
Nevada
$43.2M +$3.77M +8,686 +11%
OMC
1295
Overbrook Management Corp
New York
$43.1M +$3.29M +7,567 +10%
LA
1296
Lakeside Advisors
Washington
$43M -$4.32M -9,943 -10%
ILCM
1297
Ivy Lane Capital Management
Florida
$42.8M
HVIA
1298
Hudson Valley Investment Advisors
New York
$42.7M -$962K -2,215 -3%
DBG
1299
De Burlo Group
Massachusetts
$42.7M +$11.3M +25,960 +43%
SIG
1300
Sky Investment Group
Connecticut
$42.6M -$1.13M -2,604 -3%

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.