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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
AWA
1751
Arete Wealth Advisors
Illinois
$24.9M -$304K -699 -1%
FWTB
1752
First Western Trust Bank
Colorado
$24.9M -$793K -1,825 -4%
RC
1753
RBF Capital
California
$24.9M
MGM
1754
Miura Global Management
New York
$24.9M +$17.4M +40,000 +400%
ARAM
1755
Ardmore Road Asset Management
New York
$24.9M +$21.7M +50,000 New
HC
1756
Headwater Capital
China
$24.9M +$21.7M +50,000 New
TA
1757
Trivest Advisors
Hong Kong
$24.9M +$21.7M +50,000 New
RHDIC
1758
R.H. Dinel Investment Counsel
California
$24.8M -$575K -1,325 -3%
SF
1759
Symphony Financial
Texas
$24.8M +$19.5M +44,946 +424%
GSP
1760
Grafton Street Partners
Florida
$24.8M +$1.75M +4,036 +9%
DDPIC
1761
Deroy & Devereaux Private Investment Counsel
Michigan
$24.8M +$380K +876 +2%
DLCIG
1762
D.L. Carlson Investment Group
New Hampshire
$24.8M -$1.15M -2,640 -5%
CCM
1763
Condor Capital Management
New Jersey
$24.8M -$246K -566 -1%
SA
1764
Sycale Advisors
New York
$24.7M -$3.06M -7,050 -12%
KFGK
1765
Keystone Financial Group (Kentucky)
Kentucky
$24.7M +$41.3K +95 +0.2%
CCT
1766
Chemung Canal Trust
New York
$24.6M -$1,000K -2,302 -4%
LCC
1767
Lincoln Capital Corp
Rhode Island
$24.5M -$81.2K -187 -0.4%
SPG
1768
Strategic Planning Group
Utah
$24.5M +$1.64M +3,779 +8%
AC
1769
Arjuna Capital
North Carolina
$24.5M -$1.04M -2,405 -5%
MCM
1770
Monarch Capital Management
Indiana
$24.5M -$426K -981 -2%
ERIC
1771
Eagle Rock Investment Company
Georgia
$24.4M +$1M +2,314 +5%
LOM
1772
LTS One Management
New York
$24.4M -$4.78M -11,000 -18%
GFP
1773
Gryphon Financial Partners
Ohio
$24.4M +$1.13M +2,591 +6%
RWM
1774
Rench Wealth Management
Texas
$24.3M -$118K -271 -0.6%
MIG
1775
McGuire Investment Group
Rhode Island
$24.3M +$437K +1,007 +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.