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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
CCM
1701
Canal Capital Management
Virginia
$26.2M +$681K +1,567 +3%
FAIM
1702
Financial Advocates Investment Management
Washington
$26.2M +$10.4M +23,990 +84%
NAM
1703
NTV Asset Management
West Virginia
$26.2M +$27.8K +64 +0.1%
LPCM
1704
Lynwood Price Capital Management
Texas
$26.1M
PP
1705
PDS Planning
Ohio
$26.1M +$2.97M +6,850 +15%
DWM
1706
Diversify Wealth Management
Utah
$26.1M +$754K +1,736 +4%
CPBTD
1707
Central Pacific Bank - Trust Division
Hawaii
$26M +$882K +2,032 +4%
CA
1708
Claar Advisors
New York
$26M -$1.55M -3,578 -6%
HCM
1709
Hodges Capital Management
Texas
$26M -$259K -597 -1%
SWM
1710
Stockman Wealth Management
Montana
$26M -$231K -531 -1%
WF
1711
Wayfinding Financial
Washington
$26M -$469K -1,079 -2%
ERWM
1712
Elk River Wealth Management
Colorado
$25.9M -$194K -447 -0.8%
SC
1713
Sepio Capital
Utah
$25.9M -$573K -1,320 -2%
FFA
1714
Fragasso Financial Advisors
Pennsylvania
$25.9M -$2.09M -4,804 -8%
CCM
1715
Campbell Capital Management
Florida
$25.9M -$372K -856 -2%
SAM
1716
Strategy Asset Managers
California
$25.9M +$377K +867 +2%
PCM
1717
Princeton Capital Management
New Jersey
$25.8M -$1.58M -3,637 -7%
LWMM
1718
Legacy Wealth Management (Mississippi)
Mississippi
$25.8M -$411K -946 -2%
DCM
1719
Decatur Capital Management
Georgia
$25.8M
MIP
1720
Marietta Investment Partners
Wisconsin
$25.7M -$119K -274 -0.5%
NIM
1721
Nicollet Investment Management
Minnesota
$25.7M -$1.14M -2,618 -5%
PCM
1722
Penserra Capital Management
California
$25.7M +$1.52M +3,495 +7%
RIA
1723
Regal Investment Advisors
Michigan
$25.7M +$1.9M +4,383 +9%
BWAM
1724
Boyd Watterson Asset Management
Ohio
$25.6M -$169K -390 -0.8%
FC
1725
Farley Capital
New York
$25.6M +$30.4K +70 +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.