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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
SCA
1676
St. Clair Advisors
Ohio
$26.9M -$369K -850 -2%
HW
1677
Hamilton Wealth
California
$26.9M -$479K -1,104 -2%
CI
1678
Conning Inc
Connecticut
$26.9M -$1.17M -2,684 -5%
FTC
1679
Farmers Trust Company
Ohio
$26.8M -$553K -1,273 -2%
CRB
1680
Chad R. Baker
$26.7M
CAM
1681
Cypress Asset Management
Texas
$26.7M +$26.9K +62 +0.1%
AOWM
1682
Alpha Omega Wealth Management
Virginia
$26.6M -$361K -832 -2%
GLR
1683
Great Lakes Retirement
Ohio
$26.6M +$4.76M +10,964 +26%
HWM
1684
Heirloom Wealth Management
Colorado
$26.6M -$17.4K -40 -0.1%
SIC
1685
SFE Investment Counsel
California
$26.6M +$11.4M +26,321 +97%
EFG
1686
Everhart Financial Group
Ohio
$26.6M +$1.94M +4,458 +9%
HFS
1687
Haverford Financial Services
Pennsylvania
$26.5M -$627K -1,444 -3%
MC
1688
Miramar Capital
Illinois
$26.5M +$393K +905 +2%
EFG
1689
Embree Financial Group
Illinois
$26.5M
NAS
1690
Nicolet Advisory Services
Wisconsin
$26.5M +$912K +2,100 +4%
HPIA
1691
Hamilton Point Investment Advisors
North Carolina
$26.5M -$843K -1,942 -4%
KF
1692
Krilogy Financial
Missouri
$26.4M +$543K +1,250 +2%
TAM
1693
Thematics Asset Management
France
$26.4M +$15.9M +36,581 +222%
BCB
1694
Brian C. Broderick
$26.4M -$689K -1,586 -3%
LIM
1695
Lathrop Investment Management
Arkansas
$26.4M -$861K -1,983 -4%
PPWP
1696
Premier Path Wealth Partners
New Jersey
$26.4M +$657K +1,514 +3%
TCM
1697
Traynor Capital Management
Pennsylvania
$26.3M -$965K -2,221 -4%
CHC
1698
City Holding Co
West Virginia
$26.3M -$187K -431 -0.8%
OAM
1699
Occidental Asset Management
California
$26.3M +$1.03M +2,372 +5%
SDJVC
1700
St. Denis J. Villere & Co
Louisiana
$26.3M -$528K -1,216 -2%

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.