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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
NAMM
1901
NorthStar Asset Management (Massachusetts)
Massachusetts
$21.2M -$73.8K -170 -0.4%
PG
1902
Patten Group
Tennessee
$21.1M -$285K -656 -2%
PFS
1903
Physicians Financial Services
North Carolina
$21.1M -$353K -812 -2%
ACM
1904
Alight Capital Management
New York
$21.1M +$1.09M +2,500 +6%
SHFA
1905
SS&H Financial Advisors
Michigan
$21.1M -$626K -1,442 -3%
TCCM
1906
Timber Creek Capital Management
Massachusetts
$21.1M -$864K -1,989 -5%
MFA
1907
Mayflower Financial Advisors
Massachusetts
$21.1M -$65.1K -150 -0.4%
YLHM
1908
Yelin Lapidot Holdings Management
Israel
$21M +$5.21K +12 +0%
HL
1909
HeadInvest LLC
Maine
$21M -$3.49M -8,035 -16%
AFCM
1910
Alta Fox Capital Management
Texas
$21M
LSPW
1911
Lake Street Private Wealth
Illinois
$21M +$231K +533 +1%
WA
1912
Wealth Alliance
New York
$21M -$68.2K -157 -0.4%
APP
1913
Avantax Planning Partners
Iowa
$21M +$601K +1,383 +3%
FHWM
1914
Fox Hill Wealth Management
Massachusetts
$21M +$102K +234 +0.6%
WA
1915
WBH Advisory
Maryland
$21M -$7.4M -17,048 -29%
TNBTD
1916
Trustmark National Bank Trust Department
Mississippi
$21M +$581K +1,337 +3%
QPW
1917
Quantum Private Wealth
Florida
$21M -$749K -1,724 -4%
LOPW
1918
Live Oak Private Wealth
North Carolina
$20.9M +$403K +929 +2%
WIM
1919
WealthPlan Investment Management
Nebraska
$20.9M +$6.39M +14,719 +54%
BAM
1920
Boyar Asset Management
New York
$20.9M -$221K -508 -1%
AA
1921
Advisory Alpha
Michigan
$20.9M +$1.09M +2,514 +6%
AAP
1922
Ardsley Advisory Partners
Connecticut
$20.9M +$13.2M +30,300 +259%
VIS
1923
Vega Investment Solutions
France
$20.9M -$10.3M -23,635 -36%
AWE
1924
Avidian Wealth Enterprises
Texas
$20.9M +$1.38M +3,173 +8%
HRC
1925
Hoertkorn Richard Charles
$20.9M -$171K -394 -0.9%

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.