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
NWM
3501
NRI Wealth Management
California
$5.82M +$1.21M +2,379 +27%
PC
3502
Port Capital
Illinois
$5.82M -$1.41M -2,764 -20%
WG
3503
Winton Group
United Kingdom
$5.81M -$1.92M -3,758 -25%
TPW
3504
Turn8 Private Wealth
$5.81M -$59.2K -116 -1%
CFP
3505
Comprehensive Financial Planning
Pennsylvania
$5.8M +$1.26M +2,474 +28%
AWA
3506
Alta Wealth Advisors
Massachusetts
$5.78M -$104K -203 -2%
WMA
3507
William Mack & Associates
Michigan
$5.77M -$20.4K -40 -0.4%
VU
3508
Vanderbilt University
Tennessee
$5.77M -$1.52M -2,983 -21%
USWG
3509
U.S. Wealth Group
New York
$5.76M -$776K -1,522 -12%
GCM
3510
Gables Capital Management
Florida
$5.76M -$5.1K -10 -0.1%
MIA
3511
MeadowBrook Investment Advisors
Michigan
$5.75M +$2.55K +5 +0%
PWA
3512
Provenance Wealth Advisors
Florida
$5.75M +$18.9K +37 +0.3%
AI
3513
AXS Investments
New York
$5.74M -$1.97M -3,867 -26%
LGG
3514
Luts & Greenleigh Group
Maryland
$5.74M +$87.2K +171 +2%
BIA
3515
Bigelow Investment Advisors
Maine
$5.73M -$38.3K -75 -0.7%
WF
3516
Whelan Financial
California
$5.73M +$902K +1,769 +19%
CCG
3517
Coastwise Capital Group
California
$5.73M +$42.3K +83 +0.8%
NWMG
3518
National Wealth Management Group
Ohio
$5.72M +$3.01M +5,902 +115%
QCIG
3519
Quad-Cities Investment Group
Iowa
$5.72M -$113K -221 -2%
CIA
3520
Cladis Investment Advisory
Montana
$5.72M +$51.5K +101 +0.9%
SCA
3521
Sulzberger Capital Advisors
Florida
$5.71M -$16.3K -32 -0.3%
LW
3522
Libra Wealth
California
$5.7M -$125K -246 -2%
AIM
3523
Aigen Investment Management
New York
$5.7M +$3.32M +6,512 +145%
WAM
3524
Wilson Asset Management
Australia
$5.7M +$5.61M +11,000 New
CFG
3525
Carr Financial Group
Massachusetts
$5.69M +$103K +202 +2%

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.