We are live on ! Find out more
MSFT icon

Microsoft

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
CWM
3476
Cahaba Wealth Management
Georgia
$5.89M -$97.9K -192 -2%
BI
3477
Bolthouse Investments
California
$5.89M -$577K -1,132 -9%
BSCCG
3478
Blue Sky Capital Consultants Group
California
$5.89M -$50.5K -99 -0.9%
FOA
3479
Five Oceans Advisors
California
$5.88M -$217K -425 -4%
OWM
3480
Opes Wealth Management
California
$5.88M +$61.2K +120 +1%
OCM
3481
Orion Capital Management
California
$5.88M -$266K -522 -4%
S
3482
Steadtrust
Texas
$5.87M +$387K +758 +7%
HPM
3483
Hoxton Planning & Management
West Virginia
$5.87M +$15.8K +31 +0.3%
SA
3484
SoundView Advisors
Washington
$5.87M -$206K -404 -3%
BWA
3485
Burt Wealth Advisors
Maryland
$5.86M -$20.4K -40 -0.4%
GA
3486
GraniteShares Advisors
New York
$5.86M -$85.7K -168 -1%
AA
3487
Aire Advisors
California
$5.86M +$112K +220 +2%
CP
3488
Clarendon Private
Massachusetts
$5.85M -$357K -699 -6%
BA
3489
Bellwether Advisors
Nebraska
$5.85M -$459K -899 -7%
NIWA
3490
New Insight Wealth Advisors
California
$5.85M +$291K +570 +5%
TNAM
3491
Terra Nova Asset Management
New York
$5.85M +$28.6K +56 +0.5%
BHA
3492
Beech Hill Advisors
New York
$5.84M -$735K -1,441 -11%
OM
3493
OV Management
Minnesota
$5.84M +$181K +354 +3%
PIWA
3494
Prevail Innovative Wealth Advisors
Kansas
$5.83M -$977K -1,916 -15%
GAM
3495
GEM Asset Management
Michigan
$5.83M -$227K -445 -4%
KCP
3496
Kera Capital Partners
California
$5.83M +$830K +1,627 +17%
KHCM
3497
Kirtland Hills Capital Management
Ohio
$5.83M +$494K +969 +9%
BSAM
3498
Blue Square Asset Management
New York
$5.83M +$38.3K +75 +0.7%
GB
3499
Goepper Burkhardt
South Carolina
$5.83M +$51.5K +101 +0.9%
HIF
3500
Hill Island Financial
Michigan
$5.82M +$18.4K +36 +0.3%

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.