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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
GWA
3101
Gratus Wealth Advisors
Virginia
$7.88M -$123K -242 -2%
GAAM
3102
Guinness Atkinson Asset Management
California
$7.86M -$551K -1,081 -7%
LOAMS
3103
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.85M -$92.2M -180,801 -60%
ATIA
3104
American Trust Investment Advisors
New Hampshire
$7.85M -$518K -1,015 -6%
BOSSRA
3105
B.O.S.S. Retirement Advisors
Utah
$7.85M -$39.3K -77 -0.5%
BC
3106
Bowman & Company
Wisconsin
$7.84M +$92.3K +181 +1%
SIA
3107
Schear Investment Advisers
Ohio
$7.84M +$99.5K +195 +1%
WA
3108
WP Advisors
California
$7.83M -$133K -261 -2%
WFAG
3109
Worth Financial Advisory Group
North Carolina
$7.83M -$60.7K -119 -0.8%
CWA
3110
Crux Wealth Advisors
California
$7.81M +$162K +317 +2%
AFA
3111
AA Financial Advisors
Ohio
$7.8M -$38.8K -76 -0.5%
SPWM
3112
Spartan Planning & Wealth Management
North Carolina
$7.8M -$49K -96 -0.6%
BCP
3113
Berkeley Capital Partners
Georgia
$7.8M -$46.4K -91 -0.6%
KTM
3114
Keeler Thomas Management
Utah
$7.79M +$6.13M +12,014 +397%
CCA
3115
Clearwater Capital Advisors
Illinois
$7.79M -$166K -325 -2%
WAM
3116
Werlinich Asset Management
Connecticut
$7.77M
TF
3117
Telligent Fund
Hong Kong
$7.77M +$1.53M +3,000 +25%
SM
3118
Sweeney & Michel
California
$7.77M -$253K -495 -3%
FA
3119
Financial Advisors
Massachusetts
$7.77M +$46.4K +91 +0.6%
NRC
3120
New Republic Capital
North Carolina
$7.77M -$534K -1,047 -7%
BDFN
3121
Bond & Devick Financial Network
Minnesota
$7.75M +$55.6K +109 +0.7%
BFA
3122
Beacon Financial Advisory
Ohio
$7.75M +$589K +1,154 +8%
SPWG
3123
Syntegra Private Wealth Group
Missouri
$7.74M +$112K +219 +1%
CG
3124
Corundum Group
Colorado
$7.73M -$91.8K -180 -1%
LAI
3125
Legal Advantage Investments
California
$7.73M -$115K -225 -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.