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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
MCWA
3376
Meadow Creek Wealth Advisors
Georgia
$6.39M +$90.8K +178 +1%
WP
3377
Wealthspan Partners
Iowa
$6.38M +$6.12K +12 +0.1%
BM
3378
Bridger Management
New York
$6.37M
LCM
3379
Lattice Capital Management
Washington
$6.37M
Fuller & Thaler Asset Management
3380
Fuller & Thaler Asset Management
California
$6.37M +$510 +1 +0%
CGA
3381
Channing Global Advisors
Florida
$6.37M -$1.53M -2,991 -20%
OWMIAS
3382
One Wealth Management Investment & Advisory Services
Florida
$6.36M +$110K +216 +2%
FIBOI
3383
First International Bank of Israel
$6.36M +$343K +673 +6%
MWM
3384
MOKAN Wealth Management
Kansas
$6.35M +$87.7K +172 +1%
FAM
3385
Forte Asset Management
New York
$6.35M
QIM
3386
Quantitative Investment Management
Virginia
$6.34M +$6.25M +12,252 New
SLA
3387
Silver Lake Advisory
Utah
$6.34M -$2.04K -4 -0%
PCM
3388
Perkins Capital Management
Minnesota
$6.34M -$20.4K -40 -0.3%
SIC
3389
Sterling Investment Counsel
New York
$6.34M +$1.99M +3,910 +47%
KIM
3390
Kane Investment Management
California
$6.34M -$33.7K -66 -0.5%
LBWM
3391
Left Brain Wealth Management
Illinois
$6.34M +$38.8K +76 +0.6%
MPIA
3392
Mountain Pacific Investment Advisers
Idaho
$6.33M -$37.8K -74 -0.6%
HCM
3393
HMS Capital Management
Tennessee
$6.33M -$31.1K -61 -0.5%
RWMG
3394
Redwood Wealth Management Group
New Jersey
$6.32M -$5.1K -10 -0.1%
AMG
3395
Asset Management Group
Connecticut
$6.32M +$18.4K +36 +0.3%
BCM
3396
Bayesian Capital Management
New York
$6.32M +$6.22M +12,200 New
CF
3397
Concorde Financial
Texas
$6.31M -$44.4K -87 -0.7%
GLLW
3398
Graves Light Lenhart Wealth
Virginia
$6.31M +$182K +357 +3%
CC
3399
Commons Capital
Massachusetts
$6.3M +$12.2K +24 +0.2%
GSIAS
3400
Garden State Investment Advisory Services
New Jersey
$6.3M -$301K -590 -5%

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.