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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
BWL
1576
Bogart Wealth LLC
Virginia
$30.2M -$4.45M -10,251 -14%
HI
1577
Hendershot Investments
Virginia
$30.1M +$242K +557 +0.9%
SAM
1578
Smithbridge Asset Management
Pennsylvania
$30.1M -$691K -1,592 -3%
NG
1579
Norden Group
Utah
$30M +$195K +450 +0.8%
LWANC
1580
Laurel Wealth Advisors (North Carolina)
North Carolina
$30M
FAM
1581
Fulcrum Asset Management
United Kingdom
$29.9M +$26.1M +60,181 New
MASUI
1582
MIRAE ASSET SECURITIES (USA) INC.
New York
$29.9M -$43.8M -100,876 -63%
RA
1583
RFG Advisory
Alabama
$29.9M +$513K +1,181 +2%
HKIM
1584
Hayek Kallen Investment Management
Alabama
$29.9M +$132K +304 +0.5%
PAM
1585
Peak Asset Management
Colorado
$29.8M -$545K -1,254 -2%
CSUI
1586
Cincinnati Specialty Underwriters Insurance
Ohio
$29.8M
EGM
1587
Engineers Gate Manager
New York
$29.8M +$26M +59,943 New
GA
1588
GFS Advisors
Texas
$29.8M +$26M +59,931 New
HIM
1589
Harbour Investment Management
Washington
$29.8M -$277K -638 -1%
CT
1590
Colonial Trust
South Carolina
$29.7M -$568K -1,308 -2%
VCM
1591
Vision Capital Management
Oregon
$29.7M -$1.32M -3,032 -5%
MCM
1592
Maytus Capital Management
New York
$29.7M +$25.9M +59,729 New
EP
1593
Edgestream Partners
New Jersey
$29.7M +$7.18M +16,529 +38%
AMM
1594
American Money Management
California
$29.7M -$31.3K -72 -0.1%
SS
1595
Sunbelt Securities
Texas
$29.7M +$433K +996 +1%
UC
1596
Unio Capital
New Jersey
$29.6M +$4M +9,216 +18%
BWA
1597
Bordeaux Wealth Advisors
California
$29.6M +$709K +1,633 +3%
CWS
1598
Confluence Wealth Services
Pennsylvania
$29.5M -$58.6K -135 -0.2%
MCM
1599
Mengis Capital Management
Oregon
$29.5M -$3.23M -7,435 -11%
KC
1600
Knuff & Co
California
$29.5M +$225K +519 +0.9%

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.