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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
OIA
3001
Optimum Investment Advisors
Illinois
$8.42M -$91.8K -180 -1%
TFM
3002
TFC Financial Management
Massachusetts
$8.41M +$457K +895 +6%
QFW
3003
QTR Family Wealth
Florida
$8.4M +$1.13M +2,209 +16%
OCM
3004
Orleans Capital Management
Louisiana
$8.39M -$2.71M -5,318 -25%
FC
3005
Financial Consulate
Maryland
$8.39M +$8.26M +16,190 New
CWM
3006
C2C Wealth Management
Arizona
$8.38M
PK
3007
Pflug Koory
Nebraska
$8.38M +$22.4K +44 +0.3%
BI
3008
Ballast Inc
Kentucky
$8.38M -$83.7K -164 -1%
IIA
3009
ICW Investment Advisors
Arizona
$8.38M +$370K +726 +5%
JJBC
3010
James J. Burns & Company
New York
$8.36M +$107K +209 +1%
NED
3011
Nancy E. Dempze
$8.35M -$49.5K -97 -0.6%
BTC
3012
Bank & Trust Company
Illinois
$8.35M -$25.5K -50 -0.3%
BBWA
3013
Bell & Brown Wealth Advisors
California
$8.34M -$42.9K -84 -0.5%
SFCL
3014
Strengthening Families & Communities LLC
Massachusetts
$8.34M +$8.1M +15,878 +5,671%
RA
3015
RiverPark Advisors
New York
$8.34M -$299K -587 -4%
OWA
3016
One Wealth Advisors
California
$8.34M +$332K +651 +4%
UW
3017
Unique Wealth
Florida
$8.34M -$46.4K -91 -0.6%
SHFA
3018
SC&H Financial Advisors
Maryland
$8.33M -$363K -712 -4%
PWS
3019
Peloton Wealth Strategists
Indiana
$8.32M -$134K -263 -2%
WFS
3020
Widmann Financial Services
Maryland
$8.31M -$5.61K -11 -0.1%
EFH
3021
Eaton Financial Holdings
Florida
$8.3M -$389K -762 -5%
PAWA
3022
Palo Alto Wealth Advisors
California
$8.3M +$118K +232 +1%
JCM
3023
Jacobsen Capital Management
Utah
$8.28M +$131K +257 +2%
GFPC
3024
Global Financial Private Client
Florida
$8.28M +$215K +422 +3%
MSWM
3025
McGlone Suttner Wealth Management
Wisconsin
$8.28M -$4.59K -9 -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.