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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
CFP
1876
Catalyst Financial Partners
Massachusetts
$21.9M +$848K +1,953 +5%
SCA
1877
Sage Capital Advisors
South Dakota
$21.8M -$24.3K -56 -0.1%
LC
1878
Lincoln Capital
Nebraska
$21.8M +$1.75M +4,038 +10%
SBWIC
1879
Schaper Benz & Wise Investment Counsel
Wisconsin
$21.8M -$93.4K -215 -0.5%
LHC
1880
Little House Capital
Massachusetts
$21.8M -$877K -2,019 -4%
NG
1881
NatWest Group
United Kingdom
$21.8M +$4.58M +10,545 +32%
SGA
1882
Strategic Global Advisors
California
$21.8M +$2.54M +5,839 +15%
JSP
1883
Jackson Square Partners
California
$21.7M -$4.48M -10,320 -19%
JPMIA
1884
J.P. Marvel Investment Advisors
Massachusetts
$21.7M -$7.38K -17 -0%
MKA
1885
M. Kulyk & Associates
Georgia
$21.6M +$59.9K +138 +0.3%
AWA
1886
Artemis Wealth Advisors
New York
$21.6M +$4.66M +10,732 +33%
LKIM
1887
Lawson Kroeker Investment Management
Nebraska
$21.5M -$438K -1,009 -2%
OFG
1888
Oxford Financial Group
Indiana
$21.5M -$626K -1,441 -3%
MG
1889
Marex Group
$21.5M -$88.1M -202,779 -82%
KWM
1890
Keebeck Wealth Management
Illinois
$21.5M +$508K +1,169 +3%
CA
1891
Cache Advisors
California
$21.4M +$1.47M +3,384 +9%
MAM
1892
Morse Asset Management
Connecticut
$21.4M -$1.25M -2,888 -6%
FIB
1893
First Interstate Bank
Montana
$21.4M -$101K -232 -0.5%
GM
1894
GeoWealth Management
Illinois
$21.3M +$85.6K +197 +0.5%
FPGK
1895
Financial Partners Group (Kansas)
Kansas
$21.3M +$159K +365 +0.9%
BFW
1896
Brady Family Wealth
Missouri
$21.3M -$705K -1,623 -4%
IC
1897
Inscription Capital
Texas
$21.3M -$2.37M -5,451 -11%
MWA
1898
Moser Wealth Advisors
Washington
$21.3M +$1.59M +3,672 +9%
ACM
1899
Allred Capital Management
Texas
$21.3M -$996K -2,294 -5%
IA
1900
IFG Advisory
Georgia
$21.2M +$406K +934 +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.