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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
GTAM
3051
Global Trust Asset Management
Florida
$8.15M +$264K +518 +3%
HIMS
3052
Hager Investment Management Services
New Hampshire
$8.14M -$289K -567 -3%
CAG
3053
Cypress Advisory Group
Arizona
$8.14M -$51K -100 -0.6%
LA
3054
Lindenwold Advisors
Pennsylvania
$8.14M -$1.14M -2,242 -12%
V
3055
ViaWealth
Kansas
$8.13M +$186K +364 +2%
KWM
3056
Kingsman Wealth Management
Florida
$8.13M +$1.35M +2,647 +20%
RCM
3057
Regency Capital Management
Hawaii
$8.13M +$233K +457 +3%
LC
3058
Legacy CG
Texas
$8.12M -$287K -562 -3%
SFG
3059
Sovereign Financial Group
Connecticut
$8.12M +$281K +551 +4%
CFA
3060
Capstone Financial Advisors
Illinois
$8.11M +$1.03M +2,015 +15%
FGAM
3061
Financial Gravity Asset Management
Texas
$8.09M +$7.97M +15,622 New
S
3062
Sunpointe
Missouri
$8.09M +$200K +392 +3%
FGWP
3063
Founders Grove Wealth Partners
Virginia
$8.07M +$476K +934 +6%
VAM
3064
Verity Asset Management
North Carolina
$8.07M +$3.88M +7,602 +95%
OAM
3065
Oak Asset Management
California
$8.06M -$130K -254 -2%
CWP
3066
Core Wealth Partners
California
$8.05M +$188K +368 +2%
LAM
3067
Lewis Asset Management
California
$8.04M +$703K +1,378 +10%
HWM
3068
Hemington Wealth Management
Virginia
$8.04M +$269K +528 +4%
OFW
3069
Omnia Family Wealth
Florida
$8.04M +$50.5K +99 +0.6%
BWP
3070
BSW Wealth Partners
Colorado
$8.04M -$171K -335 -2%
SI
3071
Saxon Interests
Texas
$8.03M -$196K -385 -2%
MPPW
3072
Mitchell & Pahl Private Wealth
Oklahoma
$8.03M -$113K -222 -1%
SCA
3073
Sandy Cove Advisors
Massachusetts
$8.02M +$283K +555 +4%
SIP
3074
Stoneridge Investment Partners
Pennsylvania
$8.02M +$402K +789 +5%
WAL
3075
W Advisors LLC
Tennessee
$8.01M +$74K +145 +0.9%

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.