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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
WAM
3276
WNY Asset Management
New York
$6.83M -$247K -484 -4%
FWP
3277
Falcon Wealth Planning
California
$6.81M +$482K +944 +8%
SWM
3278
StoneCrest Wealth Management
Arizona
$6.81M +$3.06K +6 +0%
PC
3279
Permanens Capital
New York
$6.81M -$2.3M -4,510 -26%
NLP
3280
Next Level Private
New York
$6.8M -$157K -307 -2%
BI
3281
Berkeley Inc
Idaho
$6.8M -$169K -332 -2%
CWM
3282
CCG Wealth Management
California
$6.8M -$42.9K -84 -0.6%
EM
3283
ELCO Management
New York
$6.8M -$294K -577 -4%
SIC
3284
Shoker Investment Counsel
Ohio
$6.8M -$74.5K -146 -1%
GGA
3285
Granite Group Advisors
Connecticut
$6.79M +$83.7K +164 +1%
CGA
3286
Crescent Grove Advisors
Illinois
$6.78M -$238K -466 -3%
I
3287
INVST
Indiana
$6.78M -$108K -212 -2%
BCFS
3288
Butensky & Cohen Financial Security
Florida
$6.78M -$121K -237 -2%
CCA
3289
Catalyst Capital Advisors
New York
$6.78M -$207K -405 -3%
KFA
3290
Krane Funds Advisors
New York
$6.77M +$3.48M +6,827 +107%
WPWM
3291
Western Pacific Wealth Management
Illinois
$6.77M +$24K +47 +0.4%
MSCM
3292
McElhenny Sheffield Capital Management
Texas
$6.76M +$493K +967 +8%
RA
3293
Rational Advisors
New York
$6.76M +$69.4K +136 +1%
FAFN
3294
First Affirmative Financial Network
Colorado
$6.75M +$100K +196 +2%
WFAG
3295
Wescott Financial Advisory Group
Pennsylvania
$6.74M +$1.32M +2,594 +25%
ORC
3296
O'Rourke & Company
Massachusetts
$6.74M -$36.7K -72 -0.6%
GAA
3297
Guardian Asset Advisors
Pennsylvania
$6.74M -$160K -314 -2%
NWA
3298
New World Advisors
Massachusetts
$6.73M +$575K +1,128 +9%
DI
3299
DAGCO Inc
Ohio
$6.73M +$1.53K +3 +0%
FMTCOCP
3300
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.73M -$108K -211 -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.