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
WCA
1451
Waratah Capital Advisors
Ontario, Canada
$35.4M +$28.5M +65,684 +1,200%
MMG
1452
Monetary Management Group
Missouri
$35.3M -$163K -375 -0.5%
AAM
1453
Azzad Asset Management
Virginia
$35.3M +$665K +1,532 +2%
MC
1454
MIG Capital
California
$35.2M
AG
1455
Algert Global
California
$35.1M +$351K +808 +1%
HIC
1456
Holderness Investments Company
North Carolina
$35.1M +$224K +515 +0.7%
RIL
1457
Rothschild Investment LLC
Illinois
$35.1M +$279K +643 +0.9%
PCMC
1458
Paragon Capital Management (Colorado)
Colorado
$35M -$205K -471 -0.7%
FVWA
1459
Foster Victor Wealth Advisors
South Carolina
$34.9M +$1.67M +3,853 +6%
SAM
1460
Smartleaf Asset Management
Massachusetts
$34.8M -$3.73M -8,597 -11%
CC
1461
Cartenna Capital
Connecticut
$34.8M +$30.4M +70,000 New
1CP
1462
11 Capital Partners
Connecticut
$34.8M -$9.14M -21,037 -23%
RCM
1463
RNC Capital Management
California
$34.8M -$377K -869 -1%
CFSG
1464
Community Financial Services Group
Vermont
$34.7M -$539K -1,242 -2%
FHA
1465
Flagship Harbor Advisors
Massachusetts
$34.7M -$1.24M -2,862 -4%
GAG
1466
GM Advisory Group
New York
$34.6M +$4.83M +11,125 +19%
GGS
1467
Galvin Gaustad & Stein
Arizona
$34.6M -$480K -1,106 -2%
CF
1468
Clarity Financial
Texas
$34.6M -$4.87M -11,218 -14%
PE
1469
Point72 Europe
United Kingdom
$34.6M +$5.6M +12,901 +23%
PGAM
1470
Princeton Global Asset Management
New Jersey
$34.5M -$733K -1,689 -2%
IWA
1471
IBEX Wealth Advisors
New Jersey
$34.5M +$395K +909 +1%
SWM
1472
Segment Wealth Management
Texas
$34.5M -$877K -2,019 -3%
BWM
1473
Buckley Wealth Management
Nevada
$34.5M -$995K -2,292 -3%
LPT
1474
Legacy Private Trust
Wisconsin
$34.4M -$1.55M -3,563 -5%
PWW
1475
Pettyjohn Wood & White
Virginia
$34.3M +$24.3K +56 +0.1%

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.