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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
SFG
3526
Shum Financial Group
California
$5.69M +$5.6M +10,987 New
CFD
3527
Creative Financial Designs
Indiana
$5.69M -$174K -341 -3%
BAM
3528
BOCHK Asset Management
Hong Kong
$5.69M +$4.58M +8,980 +449%
AWM
3529
Ameliora Wealth Management
Switzerland
$5.69M +$719K +1,410 +15%
SWRP
3530
Summit Wealth & Retirement Planning
California
$5.68M
TFGT
3531
TS Financial Group (TSFG)
Illinois
$5.67M +$15.8K +31 +0.3%
OWP
3532
ORG Wealth Partners
Texas
$5.67M +$1.29M +2,537 +30%
BF
3533
bLong Financial
Tennessee
$5.65M +$20.4K +40 +0.4%
BIA
3534
Benchmark Investment Advisors
Illinois
$5.65M +$5.56M +10,908 New
CS
3535
Crescent Sterling
Louisiana
$5.64M -$43.9K -86 -0.8%
WPA
3536
West Paces Advisors
Georgia
$5.64M +$158K +310 +3%
RDFA
3537
Ritter Daniher Financial Advisory
Ohio
$5.64M +$2.23M +4,373 +67%
TT
3538
TI-Trust
Illinois
$5.63M +$12.2K +24 +0.2%
DS
3539
Dudley & Shanley
Florida
$5.62M
SEP
3540
Southland Equity Partners
Missouri
$5.62M +$387K +758 +8%
BWA
3541
Beam Wealth Advisors
Louisiana
$5.61M +$119K +233 +2%
DIP
3542
Davis Investment Partners
North Carolina
$5.61M -$30.6K -60 -0.6%
MCM
3543
Mendel Capital Management
Arkansas
$5.61M +$58.2K +114 +1%
HWM
3544
Horizon Wealth Management
Illinois
$5.6M -$35.7K -70 -0.6%
PHIMC
3545
Private Harbour Investment Management & Counsel
Ohio
$5.6M -$516K -1,012 -9%
AFA
3546
Allium Financial Advisors
Oregon
$5.6M +$792K +1,553 +17%
DFG
3547
Delphi Financial Group
Delaware
$5.59M
CWM
3548
Castle Wealth Management
Florida
$5.59M -$120K -236 -2%
WRPWM
3549
Werba Rubin Papier Wealth Management
California
$5.59M +$167K +328 +3%
CAM
3550
Cacti Asset Management
Georgia
$5.59M -$102K -200 -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.