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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
WE
2951
Wealth Effects
Massachusetts
$8.63M -$144K -283 -2%
SPFSPD
2952
Sava Pension Fund (Sava Penzisko Drushtvo)
$8.63M +$8.5M +16,659 New
RAM
2953
Ramirez Asset Management
New York
$8.63M -$3.06K -6 -0%
TCG
2954
Transcendent Capital Group
Oklahoma
$8.63M -$1.68M -3,299 -17%
UAML
2955
US Asset Management LLC
Pennsylvania
$8.62M -$27K -53 -0.3%
LA
2956
LexAurum Advisors
Kansas
$8.62M +$248K +486 +3%
EA
2957
Ellsworth Advisors
Ohio
$8.62M +$268K +526 +3%
CF
2958
Convergence Financial
Missouri
$8.61M +$32.1K +63 +0.4%
PWS
2959
Peterson Wealth Services
Utah
$8.61M -$7.91M -15,501 -93%
M1FG
2960
Mach-1 Financial Group
Arkansas
$8.61M +$4.79M +9,398 +130%
IAS
2961
Integrity Advisory Solutions
Texas
$8.61M +$8.48M +16,615 New
VWS
2962
Virtus Wealth Solutions
New Jersey
$8.61M
CFIA
2963
Cantor Fitzgerald Investment Advisors
New York
$8.6M -$154K -301 -2%
KF
2964
KKM Financial
Illinois
$8.59M +$922K +1,807 +12%
AA
2965
Addison Advisors
Vermont
$8.58M -$96.9K -190 -1%
LWL
2966
Leo Wealth LLC
Texas
$8.58M -$12.3M -24,155 -59%
SP
2967
Symmetry Partners
Connecticut
$8.58M +$1.07M +2,096 +14%
CWIG
2968
Chung Wu Investment Group
Texas
$8.58M
AGC
2969
Aspen Grove Capital
Colorado
$8.57M -$972K -1,905 -10%
CI
2970
CacheTech Inc
Utah
$8.57M -$959K -1,880 -10%
PMFA
2971
Plante Moran Financial Advisors
Michigan
$8.56M -$1.9M -3,724 -18%
CNFG
2972
Creegan & Nassoura Financial Group
New Hampshire
$8.56M -$393K -770 -4%
MA
2973
Modus Advisors
Minnesota
$8.55M -$83.2K -163 -1%
TWM
2974
Topsail Wealth Management
North Carolina
$8.55M +$548K +1,075 +7%
AWM
2975
Atticus Wealth Management
Florida
$8.55M +$309K +606 +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.