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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
MAM
3651
MMA Asset Management
Pennsylvania
$5.16M +$2.03M +3,979 +67%
FWP
3652
Fiduciary Wealth Partners
Massachusetts
$5.14M +$3.16M +6,189 +166%
RPCA
3653
Running Point Capital Advisors
California
$5.14M +$162K +318 +3%
ACM
3654
Advance Capital Management
Michigan
$5.14M +$66.3K +130 +1%
XT
3655
XTX Topco
Cayman Islands
$5.13M -$11.8M -23,207 -70%
LFS
3656
Legacy Financial Strategies
Kansas
$5.12M +$281K +550 +6%
PAM
3657
Pacific Asset Management
Washington
$5.11M +$987K +1,934 +24%
CFSG
3658
Clark Financial Services Group
Missouri
$5.11M +$88.3K +173 +2%
WWG
3659
West Wealth Group
California
$5.11M +$347K +680 +7%
AFAS
3660
Acorn Financial Advisory Services
Virginia
$5.1M -$329K -645 -6%
BWM
3661
Bosman Wealth Management
California
$5.08M -$8.16K -16 -0.2%
AMIM
3662
Aull & Monroe Investment Management
Alabama
$5.07M -$13.3K -26 -0.3%
FA
3663
Fedenia Advisers
Wisconsin
$5.07M +$757K +1,484 +18%
DA
3664
Detalus Advisors
Missouri
$5.06M -$11.2K -22 -0.2%
GA
3665
Goldstein Advisors
Wisconsin
$5.06M +$20.9K +41 +0.4%
MF
3666
Montis Financial
Massachusetts
$5.06M +$1.28M +2,506 +35%
AA
3667
Acorns Advisers
California
$5.05M +$627K +1,229 +14%
LFA
3668
Laraway Financial Advisors
Minnesota
$5.05M +$30.6K +60 +0.6%
CFG
3669
CKW Financial Group
Hawaii
$5.05M +$51.5K +101 +1%
OWA
3670
Opal Wealth Advisors
New York
$5.05M -$152K -297 -3%
PC
3671
Pecaut & Co
Iowa
$5.05M -$2.04K -4 -0%
SH
3672
SLT Holdings
Arizona
$5.05M -$89.3K -175 -2%
RC
3673
RBO & Co
California
$5.04M
TAS
3674
TIFF Advisory Services
Pennsylvania
$5.04M +$1.49M +2,919 +43%
JTWM
3675
Jackson Thornton Wealth Management
Alabama
$5.04M +$1.57M +3,072 +47%

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.