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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
JGCM
3426
Joseph Group Capital Management
Ohio
$6.13M +$143K +280 +2%
MFG
3427
Menard Financial Group
Texas
$6.13M +$97.4K +191 +2%
SC
3428
Schulhoff & Co
Ohio
$6.11M -$58.7K -115 -1%
GAA
3429
Global Assets Advisory
Florida
$6.1M +$971K +1,904 +19%
TF
3430
Threadgill Financial
Texas
$6.1M +$5.21M +10,212 +653%
IQI
3431
Integrated Quantitative Investments
Washington
$6.09M +$1.36M +2,668 +29%
TAI
3432
Terra Alpha Investments
District of Columbia
$6.08M -$504K -988 -8%
MAG
3433
MRA Advisory Group
New Jersey
$6.07M +$108K +211 +2%
WIM
3434
Wittenberg Investment Management
Massachusetts
$6.06M -$663K -1,300 -10%
CMAI
3435
Capital Management Associates Inc
Minnesota
$6.05M +$11.2K +22 +0.2%
WAS
3436
Wealth Advisory Solutions
Indiana
$6.04M +$84.2K +165 +1%
AGA
3437
Accuvest Global Advisors
Utah
$6.04M -$463K -907 -7%
BLFG
3438
Brian Low Financial Group
Louisiana
$6.04M +$834K +1,634 +16%
RHP
3439
Royal Harbor Partners
Texas
$6.03M +$35.2K +69 +0.6%
LC
3440
Landaas & Company
Wisconsin
$6.02M +$51.5K +101 +0.9%
SIC
3441
Samalin Investment Counsel
New York
$6.02M +$51K +100 +0.9%
TMWM
3442
Taylor & Morgan Wealth Management
Michigan
$6.01M +$31.6K +62 +0.5%
EB
3443
Emprise Bank
Kansas
$6.01M +$22.4K +44 +0.4%
MPAM
3444
Murphy Pohlad Asset Management
Minnesota
$6.01M -$48.5K -95 -0.8%
SWMG
3445
Signature Wealth Management Group
Georgia
$6M -$45.9K -90 -0.8%
IIA
3446
Integral Investment Advisors
California
$5.99M +$217K +426 +4%
THCM
3447
Taylor Hoffman Capital Management
Virginia
$5.99M -$2.55K -5 -0%
FA
3448
Fountainhead AM
New Jersey
$5.99M +$142K +279 +2%
IWM
3449
Iams Wealth Management
Nebraska
$5.99M -$1.82M -3,563 -24%
GHA
3450
Granite Harbor Advisors
Texas
$5.97M +$354K +693 +6%

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.