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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
BCMLT
3626
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.26M +$88.8K +174 +2%
FSA
3627
Financial Sense Advisors
California
$5.25M -$4.59K -9 -0.1%
KFS
3628
Keynote Financial Services
Connecticut
$5.25M -$73.5K -144 -1%
COCM
3629
Charter Oak Capital Management
New Hampshire
$5.24M -$266K -522 -5%
KFG
3630
Kelly Financial Group
Connecticut
$5.24M -$32.1K -63 -0.6%
CCM
3631
Crew Capital Management
Ohio
$5.23M -$150K -295 -3%
CIA
3632
Cascade Investment Advisors
Oregon
$5.23M -$136K -267 -3%
AF
3633
Atala Financial
California
$5.22M +$99.5K +195 +2%
TA
3634
Tectonic Advisors
Texas
$5.22M -$985K -1,930 -16%
SA
3635
Strategic Advocates
Utah
$5.21M -$82.6K -162 -2%
PWP
3636
Precedent Wealth Partners
Texas
$5.21M +$138K +271 +3%
FGA
3637
Fortis Group Advisors
New Jersey
$5.21M +$116K +227 +2%
CCG
3638
Catalina Capital Group
California
$5.21M +$6.12K +12 +0.1%
IIL
3639
Insight Inv LLC
California
$5.2M -$155K -304 -3%
EB
3640
Exchange Bank
California
$5.19M +$346K +679 +7%
OA
3641
Operose Advisors
Wisconsin
$5.19M +$826K +1,620 +19%
FSCM
3642
Front Street Capital Management
Montana
$5.19M +$290K +568 +6%
FAM
3643
Flaharty Asset Management
Florida
$5.19M +$575K +1,127 +13%
DWM
3644
Darwin Wealth Management
Florida
$5.18M +$864K +1,693 +20%
GCM
3645
Graham Capital Management
Connecticut
$5.18M +$5.1M +10,005 New
TAM
3646
Telemark Asset Management
Massachusetts
$5.18M
FFG
3647
Fiduciary Financial Group
California
$5.17M +$53.6K +105 +1%
DF
3648
Dunhill Financial
United Kingdom
$5.17M +$781K +1,530 +18%
SA
3649
Seneschal Advisors
Washington
$5.16M +$288K +565 +6%
CWA
3650
Clarity Wealth Advisors
California
$5.16M -$142K -278 -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.