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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
WCM
3301
WealthBridge Capital Management
Ohio
$6.72M -$61.2K -120 -0.9%
AA
3302
Alesco Advisors
New York
$6.72M +$406K +795 +7%
1WM
3303
1900 Wealth Management
Texas
$6.72M +$1.4M +2,741 +27%
CYG
3304
Clean Yield Group
Vermont
$6.71M -$27K -53 -0.4%
KC
3305
Katamaran Capital
United Kingdom
$6.7M -$572K -1,121 -8%
LWP
3306
LeClair Wealth Partners
Ohio
$6.7M -$382K -748 -5%
TW
3307
Traveka Wealth
California
$6.69M +$45.9K +90 +0.7%
ATWA
3308
Arbor Trust Wealth Advisors
Michigan
$6.68M -$59.2K -116 -0.9%
MHC
3309
May Hill Capital
Massachusetts
$6.68M +$622K +1,220 +10%
LCGC
3310
Legacy Capital Group California
California
$6.68M +$696K +1,364 +12%
RF
3311
Robbins Farley
New Hampshire
$6.68M -$465K -912 -7%
MMHP
3312
Murphy Middleton Hinkle & Parker
Georgia
$6.67M +$38.3K +75 +0.6%
MCA
3313
Millennium Capital Advisors
Arkansas
$6.67M -$530K -1,039 -7%
LIG
3314
Lokken Investment Group
Delaware
$6.65M -$137K -269 -2%
EFA
3315
Evernest Financial Advisors
Indiana
$6.65M -$7.65K -15 -0.1%
SSW
3316
Smith Shellnut Wilson
Mississippi
$6.63M +$775K +1,520 +13%
APGDR
3317
Absoluto Partners Gestao de Recursos
Brazil
$6.63M -$211K -413 -3%
BCM
3318
Bretton Capital Management
California
$6.63M
HAG
3319
HF Advisory Group
Maryland
$6.63M -$617K -1,210 -9%
CL
3320
CIM LLC
New York
$6.63M +$173K +340 +3%
NRWA
3321
North Ridge Wealth Advisors
Oregon
$6.63M +$275K +540 +4%
EL
3322
Essex LLC
Illinois
$6.62M -$1.42M -2,777 -18%
GA
3323
Guerra Advisors
Florida
$6.62M +$1.48M +2,910 +29%
EWA
3324
Etesian Wealth Advisors
Oregon
$6.61M -$547K -1,072 -8%
IF
3325
Ironwood Financial
Arizona
$6.61M +$62.2K +122 +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.