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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
IJWM
1826
Inman Jager Wealth Management
Mississippi
$23.3M -$13K -30 -0.1%
NA
1827
Nordwand Advisors
Pennsylvania
$23.2M +$11.3M +26,033 +126%
CCT
1828
Capital City Trust
Florida
$23.2M -$684K -1,574 -3%
WTFG
1829
Wells Trecaso Financial Group
Ohio
$23.2M -$185K -426 -0.9%
CPW
1830
Cove Private Wealth
New York
$23.1M +$4.86M +11,197 +32%
BIA
1831
Biondo Investment Advisors
Pennsylvania
$23.1M -$92.1K -212 -0.5%
HH
1832
HWG Holdings
Texas
$23.1M +$4.23M +9,748 +27%
VW
1833
Vantage Wealth
California
$23.1M -$1.16M -2,670 -5%
QFA
1834
Quattro Financial Advisors
Texas
$23.1M -$2.23M -5,138 -10%
PCA
1835
Providence Capital Advisors
North Carolina
$23.1M +$667K +1,537 +3%
VCM
1836
Versant Capital Management
Arizona
$23M +$621K +1,429 +3%
ACA
1837
Aspire Capital Advisors
Washington
$23M -$190K -438 -0.9%
CAM
1838
Cozad Asset Management
Illinois
$23M +$8.39M +19,331 +72%
RIG
1839
Renaissance Investment Group
Massachusetts
$23M -$4.34K -10 -0%
RFMS
1840
RWQ Financial Management Services
Florida
$22.9M +$11.8M +27,104 +142%
HNB
1841
Hilltop National Bank
Wyoming
$22.9M +$20M +46,066 New
BHPW
1842
Beverly Hills Private Wealth
California
$22.9M -$34.3K -79 -0.2%
C
1843
Certuity
Florida
$22.9M -$1.13M -2,609 -5%
GGI
1844
GPM Growth Investors
Michigan
$22.8M -$152K -351 -0.8%
RCA
1845
Resonant Capital Advisors
Wisconsin
$22.8M +$3.32M +7,649 +20%
OC
1846
Oakworth Capital
Alabama
$22.7M +$735K +1,692 +4%
PWG
1847
Portside Wealth Group
Utah
$22.7M +$380K +876 +2%
ACM
1848
Adalta Capital Management
New York
$22.7M -$1.22M -2,812 -6%
SC
1849
Scholtz & Company
Connecticut
$22.6M -$388K -893 -2%
CA
1850
Continuum Advisory
Idaho
$22.6M +$930K +2,142 +5%

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.