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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
WTA
1801
Washington Trust Advisors
Massachusetts
$23.9M +$222K +511 +1%
RSS
1802
Rosenblum Silverman Sutton
California
$23.9M -$113K -260 -0.5%
FM
1803
Family Management
New York
$23.8M -$953K -2,194 -4%
WIA
1804
Westbourne Investment Advisors
Maryland
$23.8M +$515K +1,185 +3%
AWP
1805
Ascent Wealth Partners
New York
$23.8M -$2.02M -4,647 -9%
MWM
1806
Marietta Wealth Management
Georgia
$23.8M +$168K +387 +0.8%
GC
1807
Globeflex Capital
California
$23.8M
SSI
1808
Scott & Selber Inc
Texas
$23.8M +$102K +235 +0.5%
FCM
1809
Fogel Capital Management
Florida
$23.7M -$10.4M -23,990 -34%
CAC
1810
Core Alternative Capital
Georgia
$23.6M -$3.44M -7,912 -14%
MWA
1811
Miller Wealth Advisors
Colorado
$23.6M +$12.6K +29 +0.1%
RA
1812
Ransom Advisory
Rhode Island
$23.6M -$582K -1,340 -3%
DSC
1813
Duncker Streett & Co
Missouri
$23.6M -$69.5K -160 -0.3%
TYCC
1814
Texas Yale Capital Corp
Florida
$23.5M -$218K -503 -1%
LTI
1815
Laffer Tengler Investments
Tennessee
$23.5M -$195K -450 -0.9%
IP
1816
Isthmus Partners
Wisconsin
$23.5M +$1.08M +2,484 +6%
AMBIA
1817
Allen Mooney & Barnes Investment Advisors
Georgia
$23.5M +$202K +464 +1%
LSA
1818
L & S Advisors
California
$23.5M +$3.05M +7,023 +17%
CPA
1819
Capital Planning Advisors
California
$23.4M -$197K -453 -1%
MAWA
1820
Moss Adams Wealth Advisors
Washington
$23.4M +$866K +1,994 +4%
CWM
1821
Cordatus Wealth Management
Pennsylvania
$23.4M -$6.95K -16 -0%
AL
1822
Aspiriant LLC
California
$23.4M -$23.5K -54 -0.1%
HWA
1823
HCR Wealth Advisors
California
$23.3M +$32.1K +74 +0.2%
SA
1824
Skyline Advisors
Washington
$23.3M -$131K -302 -0.6%
MCWS
1825
McKinley Carter Wealth Services
West Virginia
$23.3M +$1.22M +2,805 +6%

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.