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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
AGM
1651
Aragon Global Management
Florida
$27.6M +$869K +2,001 +4%
SFG
1652
SevenBridge Financial Group
Pennsylvania
$27.6M -$328K -756 -1%
CP
1653
Capital Planning
Washington
$27.6M -$5.56M -12,801 -19%
RZH
1654
Relyea Zuckerberg Hanson
Connecticut
$27.6M +$832K +1,917 +4%
BEAM
1655
Baker Ellis Asset Management
Washington
$27.6M -$410K -944 -2%
WBC
1656
West Branch Capital
Massachusetts
$27.6M -$122K -281 -0.5%
GWM
1657
GDS Wealth Management
Texas
$27.5M +$1.94M +4,478 +9%
BWP
1658
Balboa Wealth Partners
Arizona
$27.5M +$356K +820 +2%
KJHP
1659
K.J. Harrison & Partners
Ontario, Canada
$27.4M +$3.92M +9,024 +20%
WGC
1660
Watts Gwilliam & Co
Arizona
$27.3M +$2.46M +5,670 +12%
CCM
1661
Copeland Capital Management
Pennsylvania
$27.3M -$76.4K -176 -0.3%
GEA
1662
Glen Eagle Advisors
New Jersey
$27.3M -$169K -389 -0.7%
CWM
1663
CMH Wealth Management
New Hampshire
$27.2M -$5.36M -12,334 -18%
CCS
1664
Concentric Capital Strategies
Connecticut
$27.2M +$23.7M +54,597 New
III
1665
Independent Investors Inc
New York
$27.1M
GWM
1666
Greenwich Wealth Management
Connecticut
$27.1M -$101K -232 -0.4%
SWA
1667
Stratos Wealth Advisors
Ohio
$27M -$1.11M -2,547 -4%
PT
1668
Plimoth Trust
Massachusetts
$27M -$118K -272 -0.5%
KA
1669
Kozak & Associates
Colorado
$27M +$452K +1,041 +2%
PRRFG
1670
Paul R. Ried Financial Group
Washington
$27M +$198K +455 +0.8%
CAG
1671
Csenge Advisory Group
Florida
$27M -$514K -1,183 -2%
UOTTAIMCU
1672
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27M +$655K +1,508 +3%
VAS
1673
Valicenti Advisory Services
New York
$26.9M +$149K +342 +0.6%
GPTE
1674
Generali Powszechne Towarzystwo Emerytalne
Poland
$26.9M
LOIM
1675
Liberty One Investment Management
Illinois
$26.9M -$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.