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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
HZ
2776
Hixon Zuercher
Ohio
$9.92M +$379K +742 +4%
WAAG
2777
Wealth Alliance Advisory Group
Kansas
$9.91M -$223K -437 -2%
BMA
2778
Brooks Moore & Associates
Tennessee
$9.89M -$114K -224 -1%
WWM
2779
WT Wealth Management
Arizona
$9.89M -$162K -317 -2%
BFF
2780
Byrne Financial Freedom
Massachusetts
$9.88M +$55.1K +108 +0.6%
ACM
2781
Avalon Capital Management
California
$9.87M -$157K -307 -2%
BTWM
2782
Baker Tilly Wealth Management
Wisconsin
$9.85M +$307K +601 +3%
FZCM
2783
Flynn Zito Capital Management
New York
$9.85M -$44.4K -87 -0.5%
AW
2784
Alteri Wealth
California
$9.84M -$209K -409 -2%
AC
2785
Aldebaran Capital
Indiana
$9.84M -$54.6K -107 -0.6%
FFO
2786
Fiduciary Family Office
Florida
$9.84M +$700K +1,373 +8%
BSI
2787
Bennett Selby Investments
Maine
$9.83M +$4.59K +9 +0%
RP
2788
Ravenswood Partners
Virginia
$9.83M +$9.68M +18,984 New
RFWA
2789
RPg Family Wealth Advisory
Massachusetts
$9.81M +$1.7M +3,326 +21%
AIM
2790
Aurora Investment Managers
Florida
$9.8M -$8.67K -17 -0.1%
IF
2791
Intrua Financial
Texas
$9.8M +$555K +1,088 +6%
PHS
2792
Pekin Hardy Strauss
Illinois
$9.75M +$308K +604 +3%
FBFS
2793
First Business Financial Services
Wisconsin
$9.74M +$347K +680 +4%
VCM
2794
Vivaldi Capital Management
Illinois
$9.73M +$494K +969 +5%
CCM
2795
Cox Capital Management
Massachusetts
$9.72M +$90.3K +177 +1%
DWAM
2796
Duncan Williams Asset Management
Tennessee
$9.71M -$467K -916 -5%
PFG
2797
Prosperity Financial Group
California
$9.71M +$257K +503 +3%
NGM
2798
North Growth Management
British Columbia, Canada
$9.7M -$1.02M -2,000 -10%
GWM
2799
Graybill Wealth Management
Illinois
$9.69M -$209K -410 -2%
BCPE
2800
Bain Capital Public Equity
Massachusetts
$9.69M +$4.24M +8,313 +80%

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.