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
FF
3601
Francis Financial
$5.4M +$1.02M +1,994 +44%
RLWM
3602
RF&L Wealth Management
Massachusetts
$5.38M +$23K +45 +0.4%
RWS
3603
Resolute Wealth Strategies
Mississippi
$5.38M +$661K +1,296 +14%
ARMT
3604
Amica Retiree Medical Trust
Rhode Island
$5.38M -$202K -396 -4%
VIP
3605
Viewpoint Investment Partners
Alberta, Canada
$5.38M
GCS
3606
Gordian Capital (Singapore)
Singapore
$5.38M -$255K -500 -5%
NWM
3607
Northwest Wealth Management
Iowa
$5.37M +$225K +442 +4%
TWM
3608
TCFG Wealth Management
California
$5.37M +$100K +196 +2%
GIM
3609
Guardian Investment Management
California
$5.36M +$1.02M +2,000 +24%
ACM
3610
Arcataur Capital Management
Wisconsin
$5.34M +$262K +513 +5%
RL
3611
Rogco LP
Oklahoma
$5.33M -$120K -236 -2%
HTI
3612
Hikari Tsushin Inc
Japan
$5.33M
DA
3613
Drake & Associates
Wisconsin
$5.32M -$303K -594 -5%
SWA
3614
Strata Wealth Advisors
Texas
$5.32M +$69.9K +137 +1%
WSFG
3615
Wall Street Financial Group
Illinois
$5.31M +$1.12M +2,195 +27%
BFA
3616
Blueprint Financial Advisors
North Carolina
$5.31M +$2.96M +5,806 +131%
GC
3617
Gould Capital
Washington
$5.31M -$86.7K -170 -2%
WSWA
3618
Warren Street Wealth Advisors
California
$5.31M +$174K +342 +3%
RF
3619
Rossby Financial
Florida
$5.3M +$105K +205 +2%
CCIA
3620
Campbell & Co Investment Adviser
Maryland
$5.3M +$5.22M +10,233 New
AI
3621
Arvest Investments
Arkansas
$5.3M -$319K -626 -6%
MFWP
3622
Mosaic Family Wealth Partners
Missouri
$5.3M -$34.7K -68 -0.7%
SFC
3623
Swisher Financial Concepts
Ohio
$5.29M -$3.57K -7 -0.1%
CTFG
3624
Capstone Triton Financial Group
Oklahoma
$5.28M +$2.55K +5 +0%
IWP
3625
Invenio Wealth Partners
Florida
$5.27M -$19.4K -38 -0.4%

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.