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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
FWP
3701
Firethorn Wealth Partners
Georgia
$4.92M -$41.8K -82 -0.9%
DG
3702
DMC Group
Alabama
$4.92M +$61.7K +121 +1%
HFA
3703
Hutchinson Financial Advisors
Virginia
$4.92M +$87.2K +171 +2%
WFA
3704
WMG Financial Advisors
Tennessee
$4.92M +$95.4K +187 +2%
NI
3705
NDVR Inc
Massachusetts
$4.92M +$131K +257 +3%
SGCA
3706
Steel Grove Capital Advisors
Tennessee
$4.92M
WHC
3707
Wulff, Hansen & Co
California
$4.91M -$209K -410 -4%
AWAP
3708
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.91M -$27.5K -54 -0.6%
GCC
3709
Game Creek Capital
Massachusetts
$4.91M -$12.8K -25 -0.3%
RPCONE
3710
Retirement Planning Company of New England
Rhode Island
$4.91M -$21.4K -42 -0.4%
LC
3711
Lakehouse Capital
Australia
$4.91M
ACP
3712
Argyle Capital Partners
California
$4.91M +$63.3K +124 +1%
FCT
3713
Family Capital Trust
Massachusetts
$4.9M +$117K +230 +2%
SAM
3714
Satovsky Asset Management
New York
$4.9M -$42.3K -83 -0.9%
HS
3715
HighVista Strategies
Massachusetts
$4.9M -$408K -800 -8%
PWM
3716
Peterson Wealth Management
Nevada
$4.89M -$1.62M -3,178 -25%
AI
3717
Atom Investors
Texas
$4.89M +$445K +872 +10%
LPAM
3718
Lodestar Private Asset Management
California
$4.88M +$16.3K +32 +0.3%
PWM
3719
Prentice Wealth Management
New York
$4.88M -$92.8K -182 -2%
IFA
3720
Index Fund Advisors
California
$4.86M +$1.22M +2,388 +34%
MFG
3721
Midwest Financial Group
Kansas
$4.86M -$11.7K -23 -0.2%
AWMT
3722
AAFMAA Wealth Management & Trust
North Carolina
$4.86M -$149K -293 -3%
LIA
3723
Lynx Investment Advisory
District of Columbia
$4.86M +$42.3K +83 +0.9%
DKCM
3724
Davidson Kahn Capital Management
California
$4.85M +$12.8K +25 +0.3%
GPA
3725
Guerra Pan Advisors
New Jersey
$4.84M

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.