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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
ZP
2701
Zimmer Partners
New York
$10.4M
AF
2702
Ally Financial
Michigan
$10.4M +$10.2M +20,000 New
SGDR
2703
SPX Gestao de Recursos
Brazil
$10.4M +$10.2M +20,000 New
PMIA
2704
Patrick Mauro Investment Advisor
Illinois
$10.3M -$767K -1,504 -7%
RIM
2705
Redwood Investment Management
Arizona
$10.3M -$4.08K -8 -0%
UCB
2706
United Community Bank
South Carolina
$10.3M +$1.83M +3,582 +22%
RWM
2707
RBA Wealth Management
California
$10.3M -$115K -226 -1%
CA
2708
Cumberland Advisors
Florida
$10.3M +$10.2K +20 +0.1%
AWS
2709
Arkfeld Wealth Strategies
Nebraska
$10.3M -$44.4K -87 -0.4%
FCCM
2710
First City Capital Management
Georgia
$10.3M -$19.4K -38 -0.2%
CPWA
2711
Cerro Pacific Wealth Advisors
California
$10.3M -$1.23M -2,414 -11%
GJWM
2712
Gilliland Jeter Wealth Management
Arkansas
$10.3M -$439K -860 -4%
BV
2713
Boxwood Ventures
Illinois
$10.3M
PS
2714
Pensionfund Sabic
Netherlands
$10.3M
TIA
2715
Trust Investment Advisors
Indiana
$10.3M +$9.18K +18 +0.1%
BB
2716
Burford Brothers
Texas
$10.3M -$36.2K -71 -0.4%
AB
2717
ANB Bank
Colorado
$10.3M -$492K -965 -5%
PWP
2718
Pursue Wealth Partners
California
$10.3M -$284K -557 -3%
PIN
2719
Prudent Investors Network
California
$10.3M -$514K -1,007 -5%
TC
2720
Trilogy Capital
California
$10.3M +$876K +1,718 +9%
PWM
2721
Palumbo Wealth Management
New York
$10.3M +$1.1M +2,161 +11%
CPC
2722
Congress Park Capital
New York
$10.3M -$80.1K -157 -0.8%
ECM
2723
EagleClaw Capital Management
Massachusetts
$10.3M -$276K -541 -3%
ICM
2724
IMS Capital Management
Oregon
$10.2M -$1.22M -2,385 -11%
NAM
2725
Nutshell Asset Management
United Kingdom
$10.2M +$3.85M +7,550 +62%

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.