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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
MCM
1926
Morton Capital Management
California
$20.9M +$376K +865 +2%
WC
1927
Waterloo Capital
Texas
$20.8M +$1.99M +4,571 +12%
MYIA
1928
Mount Yale Investment Advisors
Colorado
$20.8M +$229K +527 +1%
CA
1929
Claro Advisors
Massachusetts
$20.8M -$5.32M -12,246 -23%
GIC
1930
Generali Investments CEE
Czech Republic
$20.8M -$367K -846 -2%
B
1931
BloombergSen
Ontario, Canada
$20.8M -$235K -540 -1%
TAP
1932
Tounjian Advisory Partners
Florida
$20.7M -$443K -1,020 -2%
CPL
1933
Capital & Planning LLC
Georgia
$20.7M -$30K -69 -0.2%
MCM
1934
Manchester Capital Management
Vermont
$20.7M -$415K -955 -2%
CG
1935
CFO4Life Group
Texas
$20.7M +$335K +771 +2%
BB
1936
Berkshire Bank
Massachusetts
$20.7M -$340K -782 -2%
BCP
1937
Bluegrass Capital Partners
Florida
$20.6M -$651K -1,500 -3%
PFGIA
1938
Patriot Financial Group Insurance Agency
Massachusetts
$20.6M +$1.15M +2,648 +7%
PAMG
1939
Patton Albertson Miller Group
Tennessee
$20.6M +$2.99M +6,888 +20%
CFS
1940
CRA Financial Services
New Jersey
$20.6M -$106K -245 -0.6%
BRM
1941
Boston Research & Management
Massachusetts
$20.6M -$243K -560 -1%
UB
1942
Umpqua Bank
Oregon
$20.6M +$921K +2,121 +5%
RB
1943
Rodgers Brothers
Pennsylvania
$20.6M -$347K -799 -2%
JHCP
1944
Jackson Hole Capital Partners
Oklahoma
$20.5M +$464K +1,069 +3%
MIC
1945
Maxi Investments CY
Cyprus
$20.5M -$20M -46,113 -53%
CPRC
1946
Consolidated Portfolio Review Corp
New York
$20.5M +$799K +1,840 +5%
EBSAM
1947
Eubel Brady & Suttman Asset Management
Ohio
$20.5M +$3.04K +7 +0%
WCM
1948
Whitener Capital Management
North Carolina
$20.5M -$397K -915 -2%
GWANC
1949
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.4M +$753K +1,733 +4%
PCMK
1950
Paragon Capital Management (Kansas)
Kansas
$20.4M -$337K -775 -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.