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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
PB
2601
Pinnacle Bancorp
Nebraska
$11.4M -$338K -663 -3%
SMTF
2602
Sphera Management Technology Funds
Israel
$11.4M -$1.37M -2,684 -11%
AFS
2603
Aft Forsyth & Sober
Florida
$11.4M +$281K +550 +3%
PRS
2604
Pinkerton Retirement Specialists
Idaho
$11.4M +$584K +1,145 +6%
KA
2605
Kercheville Advisors
Texas
$11.4M -$872K -1,709 -7%
SIA
2606
SGL Investment Advisors
Montana
$11.3M +$237K +465 +2%
PWM
2607
Pines Wealth Management
North Carolina
$11.3M -$266K -522 -2%
CST
2608
Charles Schwab Trust
Nevada
$11.3M +$921K +1,805 +9%
NME
2609
Notis-McConarty Edward
$11.3M -$5.1K -10 -0%
WMP
2610
Wealth Management Partners
Arizona
$11.3M +$510 +1 +0%
MPWS
2611
McCarter Private Wealth Services
Massachusetts
$11.3M -$170K -334 -2%
JSAM
2612
J. Safra Asset Management
New York
$11.2M +$1.67M +3,278 +18%
TWP
2613
Tempus Wealth Planning
California
$11.2M +$4.08K +8 +0%
LFP
2614
Lakeshore Financial Planning
Michigan
$11.2M -$144K -282 -1%
RIM
2615
Rakuten Investment Management
Japan
$11.2M +$7.5M +14,709 New
VFA
2616
Voya Financial Advisors
Connecticut
$11.2M -$454K -889 -4%
AM
2617
Atwater Malick
Pennsylvania
$11.2M +$952K +1,867 +9%
BOC
2618
Barbara Oil Co
Illinois
$11.2M
FC
2619
Fusion Capital
South Carolina
$11.2M -$78K -153 -0.7%
AWC
2620
Abundance Wealth Counselors
Pennsylvania
$11.2M -$571K -1,120 -5%
BEC
2621
Blue Edge Capital
Virginia
$11.2M -$414K -812 -4%
OWA
2622
Octavia Wealth Advisors
Ohio
$11.2M +$775K +1,520 +8%
QPWM
2623
Quadrant Private Wealth Management
Pennsylvania
$11.2M +$638K +1,251 +6%
HFS
2624
Howard Financial Services
Texas
$11.2M +$260K +510 +2%
EA
2625
Everpar Advisors
Oklahoma
$11.2M +$543K +1,065 +5%

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.