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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
BL
3726
Balentine LLC
Georgia
$4.84M +$1.61M +3,149 +51%
PFW
3727
Petros Family Wealth
Minnesota
$4.83M +$170K +333 +4%
PTCG
3728
Pring Turner Capital Group
California
$4.83M -$118K -232 -2%
BWM
3729
Baron Wealth Management
Michigan
$4.83M -$394K -772 -8%
RCA
3730
Roberts Capital Advisors
Colorado
$4.83M -$7.37M -14,451 -61%
PWS
3731
Proactive Wealth Strategies
Georgia
$4.83M +$121K +237 +3%
SIC
3732
SJS Investment Consulting
Ohio
$4.83M +$961K +1,883 +25%
PCM
3733
Pointe Capital Management
Michigan
$4.82M
RFG
3734
RFP Financial Group
Georgia
$4.82M -$31.6K -62 -0.6%
GCP
3735
GSA Capital Partners
United Kingdom
$4.82M -$10.8M -21,133 -69%
EBWM
3736
Eagle Bluffs Wealth Management
Missouri
$4.81M +$84.7K +166 +2%
WWM
3737
Whalen Wealth Management
Nevada
$4.81M +$2.45M +4,794 +107%
NF
3738
Nvest Financial
New Hampshire
$4.81M -$1.35M -2,643 -22%
EIP
3739
Ellis Investment Partners
Pennsylvania
$4.81M +$410K +803 +9%
BFG
3740
Birch Financial Group
New Hampshire
$4.8M +$248K +487 +6%
BBPWM
3741
Blue Bell Private Wealth Management
Pennsylvania
$4.8M -$300K -589 -6%
AP
3742
Arlington Partners
Alabama
$4.79M -$311K -609 -6%
SFG
3743
Seamount Financial Group
Colorado
$4.79M +$164K +321 +4%
AIFAIM
3744
American Institute for Advanced Investment Management
Arizona
$4.78M -$119K -234 -2%
SAMT
3745
Select Asset Management & Trust
Pennsylvania
$4.78M +$16.3K +32 +0.3%
SWM
3746
Steinberganna Wealth Management
New York
$4.78M +$4.7M +9,220 New
WB
3747
West Bancorporation
Iowa
$4.77M +$533K +1,044 +13%
CWI
3748
Conscious Wealth Investments
Florida
$4.77M -$44.4K -87 -0.9%
SWM
3749
Salvus Wealth Management
New Jersey
$4.77M +$58.2K +114 +1%
BF
3750
Baring Financial
Washington
$4.76M -$74.5K -146 -2%

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.