We are live on ! Find out more
MSFT icon

Microsoft

5,849 hedge funds and large institutions have $2.76T invested in Microsoft in 2025 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 2,614 increasing their positions, 2,577 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 61

20% more call options, than puts

Call options by funds: $60.3B | Put options by funds: $50.2B

3% more capital invested

Capital invested by funds: $2.69T → $2.76T (+$74.1B)

1% more repeat investments, than reductions

Existing positions increased: 2,614 | Existing positions reduced: 2,577

1% more funds holding

Funds holding: 5,8155,849 (+34)

0.75% less ownership

Funds ownership: 72.43%71.68% (-0.75%)

2% less funds holding in top 10

Funds holding in top 10: 3,1533,096 (-57)

Holders
5,849
Holders Change
+34
Holders Change %
+0.58%
% of All Funds
76.75%
Holding in Top 10
3,096
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-1.81%
% of All Funds
40.62%
New
192
Increased
2,614
Reduced
2,577
Closed
61
Calls
$60.3B
Puts
$50.2B
Net Calls
+$10.1B
Net Calls Change
-$1.97B
Name Holding Trade Value Shares
Change
Change in
Stake
GP
2501
Geneva Partners
Wisconsin
$12.6M
CH
2502
Canton Hathaway
Rhode Island
$12.6M +$10.7K +21 +0.1%
WPA
2503
Wealth Preservation Advisors
Tennessee
$12.6M +$20.4K +40 +0.2%
PPWM
2504
Paragon Private Wealth Management
Kentucky
$12.6M -$4.2M -8,242 -25%
RMC
2505
Ring Mountain Capital
California
$12.5M +$25.5K +50 +0.2%
OFS
2506
OMC Financial Services
New York
$12.5M +$24.5K +48 +0.2%
RCA
2507
Riverview Capital Advisers
Massachusetts
$12.5M +$997K +1,954 +9%
TCOK
2508
Trust Company of Kansas
Kansas
$12.5M -$23K -45 -0.2%
SC
2509
Sawyer & Company
Massachusetts
$12.5M -$3.73M -7,318 -23%
WMA
2510
West Michigan Advisors
Michigan
$12.4M -$627K -1,230 -5%
SCP
2511
Sivia Capital Partners
California
$12.4M +$1.12M +2,203 +10%
PAA
2512
Peregrine Asset Advisers
Oregon
$12.4M +$87.2K +171 +0.7%
FC
2513
FORA Capital
Florida
$12.4M +$3.77M +7,398 +45%
ECM
2514
Elgethun Capital Management
South Dakota
$12.4M -$148K -290 -1%
AB
2515
Atlas Brown
Kentucky
$12.4M -$14.3K -28 -0.1%
TC
2516
Touchstone Capital
Pennsylvania
$12.4M +$12.2M +23,915 New
CFFP
2517
Center for Financial Planning
Michigan
$12.4M +$16.3K +32 +0.1%
FPB
2518
First PREMIER Bank
South Dakota
$12.4M -$6.63K -13 -0.1%
TFA
2519
Transamerica Financial Advisors
Florida
$12.3M +$2.71M +5,314 +29%
SPW
2520
Sonoma Private Wealth
California
$12.3M -$364K -713 -3%
HWA
2521
HHM Wealth Advisors
Tennessee
$12.3M -$110K -215 -0.9%
CSA
2522
Cottage Street Advisors
Massachusetts
$12.3M +$2.01M +3,939 +20%
LAIC
2523
Lederer & Associates Investment Counsel
California
$12.3M -$460K -902 -4%
RCIM
2524
Red Cedar Investment Management
Michigan
$12.2M
ALA
2525
Atlas Legacy Advisors
California
$12.2M +$3.07M +6,021 +34%

MSFT Hedge Fund Activity: Q3 2025 in Review

5,849 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2025, worth a combined $2.76T — up 2.8% from $2.69T a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new MSFT positions and 61 closed out — a net gain of 131 holders — while 2,614 added to existing stakes and 2,577 trimmed.

The largest buyer was UBS AM, adding an estimated $25.3B. The largest seller was Gates Foundation Trust, cutting an estimated $8.67B.

  • 5,849 institutional investors held Microsoft (MSFT) as of Q3 2025, up from 5,815 in Q2 2025.
  • Funds reported $2.76T of Microsoft stock for Q3 2025, up 2.8% quarter-over-quarter.
  • 192 funds opened new Microsoft positions in Q3 2025 and 61 closed out, a net change of +131 holders.
  • The largest Microsoft buyer in Q3 2025 was UBS AM, an estimated $25.3B added.
  • The largest Microsoft seller in Q3 2025 was Gates Foundation Trust, an estimated $8.67B sold.

Based on aggregated 13F filings for Q3 2025.