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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
CV
3351
Counterweight Ventures
North Carolina
$6.52M -$213K -418 -3%
PFT
3352
Providence First Trust
Arizona
$6.51M -$5.61K -11 -0.1%
SA
3353
SAM Advisors
California
$6.51M -$13.8K -27 -0.2%
AIA
3354
Affinity Investment Advisors
California
$6.51M -$119K -234 -2%
PWM
3355
PBMares Wealth Management
Virginia
$6.5M -$63.8K -125 -1%
CWMGP
3356
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.5M +$452K +887 +8%
TPWA
3357
Twin Peaks Wealth Advisors
California
$6.5M +$63.8K +125 +1%
AWM
3358
Adams Wealth Management
Utah
$6.49M -$1.78M -3,494 -22%
AG
3359
AmeriFlex Group
Nevada
$6.49M +$306K +600 +5%
EFMH
3360
E Fund Management (HK)
Hong Kong
$6.48M +$5.38M +10,545 +536%
WI
3361
Wedgewood Investors
Pennsylvania
$6.47M -$12.2K -24 -0.2%
FWI
3362
Facet Wealth Inc
Maryland
$6.45M +$1.09M +2,133 +21%
GC
3363
Guidance Capital
Kentucky
$6.44M -$80.6K -158 -1%
PHWM
3364
Pine Harbor Wealth Management
Maryland
$6.44M +$468K +918 +8%
AWM
3365
Aberdeen Wealth Management
Illinois
$6.43M +$28.6K +56 +0.5%
RF
3366
Robinswood Financial
Washington
$6.43M -$131K -257 -2%
GCA
3367
Gallagher Capital Advisors
Texas
$6.43M -$14.3K -28 -0.2%
SWP
3368
Semus Wealth Partners
Florida
$6.43M -$70.4K -138 -1%
HA
3369
Harfst & Associates
Wyoming
$6.42M +$57.1K +112 +0.9%
GA
3370
GoalVest Advisory
New York
$6.42M +$113K +221 +2%
STB
3371
S&T Bank
Pennsylvania
$6.42M -$205K -402 -3%
WWM
3372
Wolff Wiese Magana
California
$6.42M +$152K +298 +2%
SMH
3373
Sanders Morris Harris
Texas
$6.4M +$4.13M +8,088 +189%
MC
3374
Marest Capital
California
$6.4M +$122K +239 +2%
WHAM
3375
Windmill Hill Asset Management
United Kingdom
$6.39M +$86.2K +169 +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.