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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
SAMU
2926
Stenham Asset Management UK
$8.81M +$8.67M +17,000 New
OFS
2927
OneAscent Financial Services
Alabama
$8.8M -$5.83M -11,425 -40%
SIM
2928
Seaview Investment Managers
Florida
$8.79M -$11.1M -21,814 -56%
AC
2929
Aristides Capital
Kentucky
$8.79M -$1.53M -3,000 -15%
RWA
2930
Redhawk Wealth Advisors
Minnesota
$8.78M +$152K +297 +2%
FCB
2931
First County Bank
Connecticut
$8.77M +$126K +247 +1%
LIA
2932
LBMC Investment Advisors
Tennessee
$8.77M +$694K +1,360 +9%
CWS
2933
Cypress Wealth Services
California
$8.77M +$98.5K +193 +1%
FDS
2934
First Dallas Securities
Texas
$8.76M +$96.9K +190 +1%
BFS
2935
BridgePort Financial Solutions
Iowa
$8.75M +$2.59M +5,084 +43%
D
2936
Drystone
Virginia
$8.73M -$117K -230 -1%
PW
2937
Potentia Wealth
California
$8.72M -$359K -703 -4%
ANC
2938
Ames National Corp
Iowa
$8.71M -$207K -405 -2%
GWP
2939
Gateway Wealth Partners
Wisconsin
$8.71M +$284K +557 +3%
EL
2940
EWA LLC
Pennsylvania
$8.71M +$711K +1,394 +9%
CRCM
2941
Crystal Rock Capital Management
Illinois
$8.7M
NCM
2942
NCM Capital Management
New Jersey
$8.7M -$305K -598 -3%
KCFA
2943
Key Client Fiduciary Advisors
New Jersey
$8.69M -$66.3K -130 -0.8%
UAM
2944
Unison Asset Management
Florida
$8.69M
MGAM
2945
McGowan Group Asset Management
Texas
$8.68M -$852K -1,671 -9%
MFC
2946
Mechanics Financial Corp
Ohio
$8.67M +$109K +214 +1%
FFA
2947
Florida Financial Advisors
Florida
$8.66M -$850K -1,666 -9%
SWA
2948
Strategies Wealth Advisors
Michigan
$8.66M +$482K +945 +6%
1WM
2949
1858 Wealth Management
Ohio
$8.66M +$46.4K +91 +0.5%
JF
2950
Jericho Financial
Ohio
$8.65M +$5.1K +10 +0.1%

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.