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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
CI
2551
Cooper Investors
Australia
$12M -$21M -41,116 -64%
LWA
2552
Lineweaver Wealth Advisors
Ohio
$12M -$724K -1,419 -6%
HA
2553
Hamel Associates
New Jersey
$12M -$325K -638 -3%
BCPWM
2554
Bradley & Co Private Wealth Management
Florida
$11.9M -$200K -392 -2%
ISWM
2555
Independent Solutions Wealth Management
New York
$11.9M +$260K +510 +2%
GF
2556
Gries Financial
Ohio
$11.9M +$412K +807 +4%
AFWM
2557
AMJ Financial Wealth Management
Virginia
$11.9M -$8.67K -17 -0.1%
SC
2558
Solstein Capital
California
$11.9M +$75.5K +148 +0.6%
NF
2559
Nikulski Financial
Iowa
$11.9M +$81.6K +160 +0.7%
SAS
2560
Stelac Advisory Services
New York
$11.9M +$120K +235 +1%
SC
2561
Summa Corp
Texas
$11.8M +$570K +1,118 +5%
CAM
2562
Chesapeake Asset Management
New York
$11.8M -$35.2K -69 -0.3%
PWA
2563
Providence Wealth Advisors
Illinois
$11.8M +$107K +209 +1%
AGWCA
2564
Annis Gardner Whiting Capital Advisors
Florida
$11.8M +$218K +428 +2%
WI
2565
WrapManager Inc
California
$11.8M -$2.66M -5,216 -19%
TAFW
2566
Tred Avon Family Wealth
Maryland
$11.8M +$11.6M +22,743 New
FCFC
2567
First Commonwealth Financial Corp
Pennsylvania
$11.8M +$592K +1,160 +5%
CA
2568
Centerpoint Advisors
Massachusetts
$11.8M +$107K +209 +0.9%
CWG
2569
Crown Wealth Group
North Carolina
$11.8M +$194K +380 +2%
SIS
2570
Sound Income Strategies
Florida
$11.8M +$249K +489 +2%
SFG
2571
Synergy Financial Group
California
$11.7M +$1.86M +3,641 +19%
CFP
2572
Cascade Financial Partners
California
$11.7M -$176K -345 -2%
3IP
2573
3Chopt Investment Partners
Virginia
$11.7M +$112K +220 +1%
DRD
2574
Dennis R. Delaney
$11.7M -$282K -553 -2%
AWAU
2575
Alliance Wealth Advisors (Utah)
Utah
$11.7M -$439K -860 -4%

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.