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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
NWM
2876
Northcape Wealth Management
New York
$9.13M -$250K -491 -3%
CWM
2877
Concentrum Wealth Management
California
$9.13M +$378K +741 +4%
AI
2878
Aperture Investors
New York
$9.13M -$206K -404 -2%
RPSA
2879
Richard P. Slaughter Associates
Texas
$9.11M -$1.62M -3,174 -15%
BOM
2880
Bank of Marin
California
$9.11M -$77.5K -152 -0.9%
WM
2881
Whitford Management
New York
$9.09M -$1.05M -2,065 -11%
EWM
2882
Evermay Wealth Management
Virginia
$9.08M -$102K -200 -1%
AEPWM
2883
Atlantic Edge Private Wealth Management
Florida
$9.08M +$2.16M +4,240 +32%
RCA
2884
Ranch Capital Advisors
Florida
$9.07M -$4.08K -8 -0%
HC
2885
Headland Capital
South Carolina
$9.06M +$257K +503 +3%
FPCP
2886
Fort Point Capital Partners
California
$9.05M -$7.66M -15,017 -46%
DAM
2887
Diamant Asset Management
Connecticut
$9.04M -$181K -355 -2%
FFG
2888
First Financial Group
North Carolina
$9.03M +$51K +100 +0.6%
TC
2889
Truvestments Capital
Florida
$9.03M +$698K +1,369 +9%
DAS
2890
DMKC Advisory Services
Iowa
$9.03M -$539K -1,057 -6%
FB
2891
Finward Bancorp
Indiana
$9.02M +$8.67K +17 +0.1%
WBG
2892
Wharton Business Group
Pennsylvania
$9.02M -$163K -320 -2%
SLC
2893
Second Line Capital
Louisiana
$9.02M -$120K -235 -1%
SJL
2894
Shayne & Jacobs LLC
Tennessee
$9.01M
MIM
2895
Marshall Investment Management
Colorado
$8.99M +$6.65M +13,027 +301%
SPFA
2896
Summit Place Financial Advisors
New Jersey
$8.99M +$45.9K +90 +0.5%
PCP
2897
Panoramic Capital Partners
Oregon
$8.99M +$250K +491 +3%
BCM
2898
Barometer Capital Management
Ontario, Canada
$8.98M -$432K -846 -5%
CCC
2899
Compass Capital Corp
Massachusetts
$8.97M +$243K +477 +3%
HAC
2900
Harbor Advisory Corp
New Hampshire
$8.97M -$38.8K -76 -0.4%

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.