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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
CIC
1551
Canal Insurance Company
South Carolina
$31.1M
RFM
1552
Royal Fund Management
Florida
$31.1M +$11.2M +25,708 +70%
OMG
1553
One Madison Group
New York
$31M -$6.38M -14,700 -19%
AIA
1554
Allied Investment Advisors
Montana
$31M -$58.6K -135 -0.2%
AG
1555
Amiral Gestion
France
$30.9M +$11.2M +25,860 +71%
ZF
1556
Zhang Financial
Michigan
$30.9M +$315K +725 +1%
RIA
1557
RPG Investment Advisory
California
$30.8M -$26.9M -61,955 -50%
TCWA
1558
Turtle Creek Wealth Advisors
Texas
$30.8M +$1.88M +4,320 +7%
AFCM
1559
Applied Finance Capital Management
Puerto Rico
$30.8M -$403K -928 -1%
BP
1560
Broadleaf Partners
Ohio
$30.8M -$122K -281 -0.5%
DAM
1561
Deltec Asset Management
New York
$30.8M -$3.02M -6,961 -10%
ACS
1562
Archford Capital Strategies
Illinois
$30.8M +$2.25M +5,172 +9%
GIM
1563
Generali Investments Management
Slovenia
$30.7M -$853K -1,965 -3%
SSW
1564
Stone Summit Wealth
Florida
$30.7M -$13.5K -31 -0.1%
CCWA
1565
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.6M +$9.82M +22,602 +58%
AIMC
1566
Alley Investment Management Company
Illinois
$30.5M -$138K -317 -0.5%
CVM
1567
Cheviot Value Management
California
$30.5M -$243K -560 -0.9%
M
1568
MOTCO
Texas
$30.5M +$311K +715 +1%
VA
1569
Valmark Advisers
Ohio
$30.5M +$907K +2,088 +4%
AS
1570
Altshuler Shaham
Israel
$30.4M -$656M -1,509,975 -96%
CCFCSB
1571
Cape Cod Five Cents Savings Bank
Massachusetts
$30.4M
NIG
1572
NFJ Investment Group
Texas
$30.4M -$1.88M -4,338 -7%
JA
1573
JLB & Associates
Michigan
$30.4M -$1.99M -4,574 -7%
XF
1574
XML Financial
Maryland
$30.4M +$13.9K +32 +0.1%
SW
1575
Solidarity Wealth
Utah
$30.3M -$225K -519 -0.8%

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.