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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
UWS
3676
Unique Wealth Strategies
Illinois
$5.03M -$1.04M -2,030 -17%
HWA
3677
Hilltop Wealth Advisors
North Carolina
$5.03M +$2.1M +4,109 +73%
WDL
3678
Well Done LLC
Michigan
$5.02M -$114K -224 -2%
AHL
3679
Abel Hall LLC
Louisiana
$5.02M -$14.8K -29 -0.3%
FWP
3680
Forefront Wealth Partners
Texas
$5.01M -$288K -564 -6%
SL
3681
Sentinus LLC
Illinois
$5.01M +$514K +1,007 +12%
TC
3682
Tsai Capital
New York
$5.01M +$232K +455 +5%
GSWM
3683
Greenup Street Wealth Management
Michigan
$5.01M -$1.23M -2,413 -20%
WWMSC
3684
Wagner Wealth Management (South Carolina)
South Carolina
$5.01M +$15.8K +31 +0.3%
PBT
3685
Pictet Bank & Trust
Bahamas
$5M -$92.8K -182 -2%
COLIM
3686
City of London Investment Management
United Kingdom
$5M -$1.11M -2,168 -18%
HPC
3687
Hobart Private Capital
North Carolina
$5M +$608K +1,192 +14%
WQ
3688
Wealth Quarterback
New Jersey
$4.99M +$63.8K +125 +1%
RA
3689
Rockingstone Advisors
Massachusetts
$4.99M -$6.63K -13 -0.1%
AWM
3690
Accel Wealth Management
Iowa
$4.99M -$53.6K -105 -1%
MFG
3691
Mainsail Financial Group
Washington
$4.98M +$29.1K +57 +0.6%
ODIJL
3692
One Day In July LLC
Vermont
$4.98M -$188K -369 -4%
MWM
3693
Massachusetts Wealth Management
Massachusetts
$4.97M -$58.7K -115 -1%
HP
3694
Hilltop Partners
Indiana
$4.97M +$57.1K +112 +1%
KW
3695
Keyvantage Wealth
Pennsylvania
$4.96M +$203K +398 +4%
FB
3696
First Bancorp
Maine
$4.95M -$126K -247 -3%
CSI
3697
Cross Staff Investments
New York
$4.95M +$71.9K +141 +1%
LCWP
3698
Legacy Capital Wealth Partners
Arkansas
$4.95M +$273K +535 +6%
GC
3699
Gilbert & Cook
Iowa
$4.95M +$19.9K +39 +0.4%
WWM
3700
Waterway Wealth Management
Texas
$4.93M +$292K +572 +6%

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.