We are live on ! Find out more
MSFT icon

Microsoft

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
MFP
3201
Meridian Financial Partners
Virginia
$7.32M -$129K -252 -2%
CF
3202
Claris Financial
Virginia
$7.31M +$2.04M +3,992 +39%
CNWM
3203
Clay Northam Wealth Management
California
$7.31M -$45.9K -90 -0.6%
SRA
3204
Secured Retirement Advisors
Minnesota
$7.31M -$8.67K -17 -0.1%
MAM
3205
McLean Asset Management
Virginia
$7.31M +$181K +354 +3%
SCM
3206
Sitrin Capital Management
California
$7.3M -$284K -556 -4%
GS
3207
GWN Securities
Florida
$7.3M -$7.22M -14,157 -51%
WA
3208
Wealthstream Advisors
New York
$7.3M +$164K +322 +2%
RSA
3209
River Street Advisors
Illinois
$7.29M +$131K +257 +2%
FFG
3210
Fortem Financial Group
California
$7.27M -$217K -425 -3%
KAM
3211
Karani Asset Management
New York
$7.27M +$723K +1,418 +11%
WAC
3212
William Allan Corp
Colorado
$7.26M -$163K -319 -2%
PWM
3213
Purus Wealth Management
California
$7.23M -$45.4K -89 -0.6%
OPWM
3214
Oregon Pacific Wealth Management
Oregon
$7.22M +$326K +639 +5%
KOC
3215
Koss-Olinger Consulting
Florida
$7.22M -$265K -519 -3%
FG
3216
Foster Group
Iowa
$7.21M +$174K +341 +3%
LF
3217
LifeSteps Financial
California
$7.21M -$17.9K -35 -0.3%
AIM
3218
Athena Investment Management
California
$7.21M -$38.3K -75 -0.5%
UWPG
3219
Ullmann Wealth Partners Group
Florida
$7.2M +$202K +395 +3%
CGFA
3220
Colton Groome Financial Advisors
North Carolina
$7.2M +$35.2K +69 +0.5%
BFG
3221
Bouchey Financial Group
New York
$7.18M +$83.2K +163 +1%
OQS
3222
Occudo Quantitative Strategies
Florida
$7.18M +$7.07M +13,864 New
RIA
3223
Realta Investment Advisors
Delaware
$7.18M +$103K +201 +1%
BCM
3224
Bienville Capital Management
New York
$7.18M -$41.8K -82 -0.6%
CCA
3225
Cooper Capital Advisors
California
$7.16M +$793K +1,555 +13%

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.