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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
TCPG
2751
Trivant Custom Portfolio Group
California
$10.1M +$4.08K +8 +0%
UOWF
2752
University of Wisconsin Foundation
Wisconsin
$10.1M +$9.91M +19,431 New
WA
2753
Waddell & Associates
Tennessee
$10.1M +$1.9M +3,731 +24%
ACM
2754
Alcosta Capital Management
California
$10.1M -$155K -303 -2%
GWM
2755
Gibbs Wealth Management
Georgia
$10M -$2.04M -4,006 -17%
MC
2756
Martin & Co
Tennessee
$10M -$16.8K -33 -0.2%
BWCS
2757
Beirne Wealth Consulting Services
Connecticut
$10M +$5.19M +10,167 +110%
ECA
2758
Elevated Capital Advisors
Utah
$10M +$50K +98 +0.5%
TIM
2759
Tikehau Investment Management
France
$10M +$392K +769 +4%
XI
2760
XXEC Inc
Oklahoma
$10M -$102K -200 -1%
SWM
2761
Scissortail Wealth Management
Oklahoma
$10M -$2.04K -4 -0%
PAM
2762
Peninsula Asset Management
Florida
$10M -$135K -265 -1%
SOAMC
2763
Spirit of America Management Corp
New York
$10M
CPIA
2764
Cornell Pochily Investment Advisors
New York
$9.99M -$74K -145 -0.7%
CWMK
2765
Caliber Wealth Management (Kansas)
Kansas
$9.99M -$41.6M -81,569 -81%
CWM
2766
Chemistry Wealth Management
New York
$9.98M +$613K +1,201 +7%
BAG
2767
Bridgewealth Advisory Group
California
$9.98M +$59.2K +116 +0.6%
PIM
2768
Peregrine Investment Management
Ontario, Canada
$9.97M
G
2769
GenTrust
Florida
$9.95M +$1.82M +3,558 +23%
NAS
2770
NWF Advisory Services
California
$9.95M -$286K -560 -3%
PA
2771
Probity Advisors
Texas
$9.95M -$400K -784 -4%
TCOTS
2772
Trust Company of the South
North Carolina
$9.95M -$60.2K -118 -0.6%
AFC
2773
AFT Forsyth & Company
Florida
$9.94M -$14.3K -28 -0.1%
PSC
2774
Prentiss Smith & Co
Vermont
$9.94M -$439K -861 -4%
ANB
2775
Amarillo National Bank
Texas
$9.93M +$170K +333 +2%

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.