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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
SSWM
3076
Sheets Smith Wealth Management
North Carolina
$8.01M -$813K -1,594 -9%
AA
3077
Argent Advisors
Louisiana
$8.01M +$729K +1,429 +10%
RFA
3078
ROI Financial Advisors
Oregon
$8.01M -$407K -797 -5%
CIM
3079
Contravisory Investment Management
Massachusetts
$8M +$7.87M +15,428 +73,467%
MSA
3080
McAlister Sweet & Associates
Texas
$8M +$2.55K +5 +0%
CCG
3081
Cloverfields Capital Group
Minnesota
$8M +$3.06K +6 +0%
FHC
3082
First Heartland Consultants
Missouri
$7.99M +$771K +1,512 +11%
WCG
3083
Weaver Consulting Group
California
$7.98M +$120K +235 +2%
CG
3084
Clarus Group
Texas
$7.97M -$118K -231 -1%
CIAS
3085
CFS Investment Advisory Services
New Jersey
$7.96M +$384K +752 +5%
TIA
3086
Traphagen Investment Advisors
New Jersey
$7.95M -$80.6K -158 -1%
SAM
3087
S.A. Mason
Michigan
$7.93M -$318K -623 -4%
MWM
3088
Marion Wealth Management
Pennsylvania
$7.93M -$68.4K -134 -0.9%
AA
3089
Altman Advisors
Illinois
$7.93M -$24.5K -48 -0.3%
EMB
3090
Elefante Mark B
$7.92M +$923K +1,810 +13%
BTWM
3091
Brass Tax Wealth Management
Ohio
$7.92M +$102K +199 +1%
RLIM
3092
Red Lighthouse Investment Management
New York
$7.91M +$6.12K +12 +0.1%
CSB
3093
City State Bank
Iowa
$7.91M +$70.9K +139 +0.9%
CFAM
3094
Center For Asset Management
Florida
$7.91M -$123K -242 -2%
LSIA
3095
LaSalle St. Investment Advisors
Illinois
$7.91M +$1.03M +2,015 +15%
WW
3096
Waterfront Wealth
Kansas
$7.9M +$38.3K +75 +0.5%
PWSG
3097
Pacific Wealth Strategies Group
California
$7.89M +$90.8K +178 +1%
SIAG
3098
Signet Investment Advisory Group
Rhode Island
$7.89M -$1.22M -2,396 -14%
SC
3099
Saybrook Capital
North Carolina
$7.89M
AIMA
3100
Ables Iannone Moore & Associates
Georgia
$7.88M -$142K -278 -2%

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.