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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
LSWP
3401
Liberty Square Wealth Partners
Pennsylvania
$6.29M -$62.7K -123 -1%
SP
3402
Successful Portfolios
Florida
$6.28M -$180K -352 -3%
WAM
3403
Walker Asset Management
Missouri
$6.28M +$31.1K +61 +0.5%
RIM
3404
RW Investment Management
Idaho
$6.27M -$146K -287 -2%
MF
3405
Manchester Financial
California
$6.27M -$51.5K -101 -0.8%
W
3406
Wealthquest
Ohio
$6.26M +$311K +610 +5%
BWM
3407
BlackDiamond Wealth Management
New York
$6.26M +$274K +538 +5%
SAMC
3408
Spectrum Asset Management (California)
California
$6.25M -$121K -237 -2%
MIM
3409
Montgomery Investment Management
Maryland
$6.24M +$51K +100 +0.8%
FFG
3410
Floyd Financial Group
Missouri
$6.24M -$447K -876 -7%
CCM
3411
Conway Capital Management
California
$6.24M +$656K +1,285 +12%
NTIC
3412
Napean Trading & Investment Company
Singapore
$6.24M -$2.62M -5,132 -30%
FAP
3413
Financial Advisory Partners
Florida
$6.23M -$89.3K -175 -1%
TGIA
3414
Torrey Growth & Income Advisors
California
$6.22M +$6.12M +12,004 New
SFWA
3415
Summit Financial Wealth Advisors
Louisiana
$6.22M +$922K +1,807 +18%
PBK
3416
Peoples Bank (Kansas)
Kansas
$6.22M -$3.54M -6,941 -37%
NIA
3417
NIA Impact Advisors
California
$6.22M +$2.99M +5,866 +96%
APM
3418
a16z Perennial Management
California
$6.2M -$2.93M -5,734 -32%
NRI
3419
NFP Retirement Inc
California
$6.2M -$482K -944 -7%
SP
3420
SIH Partners
Delaware
$6.19M +$5.41M +10,607 +787%
FWM
3421
Forza Wealth Management
Florida
$6.19M +$143K +281 +2%
SWM
3422
Shepherd Wealth Management
Ohio
$6.16M -$1,000K -1,960 -14%
EGA
3423
E&G Advisors
Texas
$6.16M +$71.9K +141 +1%
IAG
3424
Investment Advisory Group
Massachusetts
$6.14M +$58.7K +115 +1%
CAM
3425
Creekmur Asset Management
Illinois
$6.14M +$269K +528 +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.