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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
LM
2801
Lincluden Management
Ontario, Canada
$9.68M -$51.5K -101 -0.5%
PI
2802
Parkside Investments
Illinois
$9.68M +$803K +1,575 +9%
GBWM
2803
Granite Bay Wealth Management
New Hampshire
$9.68M -$123K -242 -1%
CAL
2804
Capital Advisors Ltd
Ohio
$9.67M +$563K +1,104 +6%
NSB
2805
Norway Savings Bank
Maine
$9.67M -$56.1K -110 -0.6%
SWM
2806
Sculati Wealth Management
Michigan
$9.67M -$46.9K -92 -0.5%
1M
2807
1248 Management
Missouri
$9.67M -$7.25M -14,211 -43%
SCM
2808
Sone Capital Management
New York
$9.66M +$9.51M +18,650 New
CVA
2809
Central Valley Advisors
California
$9.65M +$921K +1,806 +11%
TLP
2810
Trinity Legacy Partners
Texas
$9.65M +$37.2K +73 +0.4%
VIA
2811
Victrix Investment Advisors
Florida
$9.64M +$188K +368 +2%
SBCM
2812
Schwerin Boyle Capital Management
Massachusetts
$9.64M -$344K -675 -3%
MAA
2813
Mraz Amerine & Associates
California
$9.62M -$69.4K -136 -0.7%
EWA
2814
Evolution Wealth Advisors
Florida
$9.6M +$83.7K +164 +0.9%
EF
2815
Exeter Financial
Arizona
$9.59M -$430K -842 -4%
1W
2816
1776 Wealth
Georgia
$9.56M -$665K -1,303 -7%
SAM
2817
Summit Asset Management
Tennessee
$9.56M -$165K -324 -2%
FIM
2818
Fruth Investment Management
Texas
$9.56M -$750K -1,470 -7%
AWM
2819
Aviso Wealth Management
Washington
$9.55M +$125K +246 +1%
GITFIT
2820
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$9.53M -$1.84M -3,600 -16%
ATFA
2821
All Terrain Financial Advisors
Minnesota
$9.51M -$1.56M -3,053 -14%
SA
2822
Sylvest Advisors
Texas
$9.51M
WWC
2823
Waypoint Wealth Counsel
Georgia
$9.51M +$107K +210 +1%
CPSC
2824
Carl P. Sherr & Co
Massachusetts
$9.5M +$7.65K +15 +0.1%
LF
2825
Lee Financial
Texas
$9.5M +$1.21M +2,381 +15%

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.