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
DS
1526
DRW Securities
Illinois
$32.1M +$19.7M +45,257 +234%
SA
1527
Strategic Advisors
New York
$32.1M -$1.37M -3,153 -5%
SWA
1528
SFMG Wealth Advisors
Texas
$32.1M -$425K -979 -1%
CWA
1529
Canvas Wealth Advisors
Kansas
$32M +$223K +514 +0.8%
BCM
1530
Brasada Capital Management
Texas
$32M -$1.02M -2,353 -4%
JPWM
1531
Jamison Private Wealth Management
Georgia
$32M +$44.3K +102 +0.2%
WF
1532
WoodTrust Financial
Wisconsin
$32M +$239K +551 +0.9%
CI
1533
Cooper Investors
Australia
$32M -$6.52M -15,021 -19%
SIG
1534
Spinnaker Investment Group
California
$31.9M -$3.27M -7,530 -11%
BRCM
1535
Bright Rock Capital Management
Massachusetts
$31.8M -$3.04M -7,000 -10%
BDA
1536
Borer Denton & Associates
Pennsylvania
$31.8M -$65.1K -150 -0.2%
FM
1537
Foster & Motley
Ohio
$31.7M +$2.83M +6,507 +11%
KFS
1538
Kurt F. Somerville
$31.7M -$652K -1,502 -2%
GCA
1539
Greenwood Capital Associates
South Carolina
$31.7M -$1.55M -3,568 -5%
PCTC
1540
Perkins Coie Trust Company
Washington
$31.6M -$152K -350 -0.5%
IIM
1541
Intact Investment Management
Quebec, Canada
$31.6M -$6.08M -14,000 -18%
IIM
1542
Ipswich Investment Management
Massachusetts
$31.5M -$204K -469 -0.7%
OAG
1543
Orbis Allan Gray
Bermuda
$31.5M -$13.7M -31,586 -33%
MPM
1544
MBB Public Markets
Illinois
$31.3M +$4.28M +9,849 +19%
SI
1545
Sora Investors
Pennsylvania
$31.3M -$6.82M -15,715 -20%
TPA
1546
Trivium Point Advisory
Connecticut
$31.3M +$1.35M +3,118 +5%
SMA
1547
Sage Mountain Advisors
Georgia
$31.2M +$2.25M +5,189 +9%
PCP
1548
Proficio Capital Partners
Massachusetts
$31.2M +$465K +1,070 +2%
BAM
1549
Bell Asset Management
Australia
$31.2M -$16.5M -38,064 -38%
TFA
1550
Toth Financial Advisory
Virginia
$31.1M -$148K -340 -0.5%

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.