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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
OPW
2626
Osprey Private Wealth
New York
$11.1M +$3.14M +6,165 +40%
SFS
2627
Summit Financial Strategies
Ohio
$11.1M +$41.8K +82 +0.4%
AIM
2628
AMI Investment Management
Indiana
$11.1M -$871K -1,707 -7%
FWM
2629
Forefront Wealth Management
Pennsylvania
$11.1M -$241K -472 -2%
LI
2630
LifeWealth Investments
Florida
$11.1M +$1.72M +3,371 +19%
IAS
2631
IMA Advisory Services
Colorado
$11.1M -$26K -51 -0.2%
BCG
2632
Breakwater Capital Group
New Jersey
$11.1M -$359K -703 -3%
MSA
2633
Marino Stram & Associates
Massachusetts
$11.1M +$858K +1,681 +9%
APG
2634
Abacus Planning Group
South Carolina
$11.1M -$59.7K -117 -0.5%
IRAG
2635
Investment Research & Advisory Group
Georgia
$11M +$102K +200 +1%
BCM
2636
Blume Capital Management
California
$11M -$228K -447 -2%
SNBOSD
2637
Security National Bank of So Dak
Iowa
$11M -$25.5K -50 -0.2%
CIP
2638
Capital Insight Partners
Arizona
$11M +$170K +333 +2%
AIM
2639
Advyzon Investment Management
Illinois
$11M +$1.15M +2,259 +12%
RS
2640
Retirement Solution
Washington
$11M -$1.35M -2,639 -11%
MMM
2641
Mendel Money Management
Illinois
$11M -$133K -260 -1%
WA
2642
Wealth Architects
California
$11M -$113K -221 -1%
PSB
2643
Piscataqua Savings Bank
New Hampshire
$11M -$436K -854 -4%
CCC
2644
Chelsea Counsel Company
California
$11M -$473K -927 -4%
LA
2645
Lifeworks Advisors
Michigan
$10.9M -$104K -203 -1%
GA
2646
GSG Advisors
New Jersey
$10.9M +$11.7K +23 +0.1%
TWM
2647
Thrive Wealth Management
Pennsylvania
$10.9M -$138K -270 -1%
BFG
2648
Beacon Financial Group
Texas
$10.9M +$508K +996 +5%
GPI
2649
General Partner Inc
Pennsylvania
$10.9M -$255K -500 -2%
OBWG
2650
Onyx Bridge Wealth Group
New York
$10.9M +$2.99M +5,855 +39%

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.