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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
FC
3751
Fjell Capital
North Dakota
$4.75M -$17.9K -35 -0.4%
IWN
3752
Independent Wealth Network
Iowa
$4.75M -$133K -260 -3%
RA
3753
Rise Advisors
New York
$4.74M +$217K +426 +5%
FA
3754
FDx Advisors
Illinois
$4.74M -$423K -829 -8%
HFS
3755
Heritage Financial Services
Massachusetts
$4.74M -$34.7K -68 -0.7%
ML
3756
Mayport LLC
Massachusetts
$4.74M -$8.67K -17 -0.2%
LAS
3757
LWM Advisory Services
Florida
$4.73M +$34.2K +67 +0.7%
TFO
3758
Tarbox Family Office
California
$4.72M -$4.08K -8 -0.1%
NFC
3759
Northstar Financial Companies
Pennsylvania
$4.72M +$175K +343 +4%
OCM
3760
Olstein Capital Management
New York
$4.71M -$459K -900 -9%
PIMG
3761
Patriot Investment Management Group
Tennessee
$4.71M -$213K -417 -4%
CCA
3762
Cadent Capital Advisors
Oklahoma
$4.71M +$2.63M +5,161 +131%
PIM
3763
Pullen Investment Management
Florida
$4.71M +$29.6K +58 +0.6%
SIM
3764
Sterling Investment Management
Arizona
$4.7M -$12.2K -24 -0.3%
PTC
3765
Provident Trust Company
Wisconsin
$4.7M
SSC
3766
Syverson Strege & Co
Iowa
$4.7M -$93.4K -183 -2%
VBFP
3767
Valtinson Bruner Financial Planning
Minnesota
$4.69M -$559K -1,096 -11%
PFG
3768
PAX Financial Group
Texas
$4.69M -$294K -577 -6%
LSA
3769
Lansing Street Advisors
Pennsylvania
$4.68M +$197K +387 +4%
T2I
3770
Turim 21 Investimentos
Brazil
$4.68M -$28.5M -55,817 -86%
LWM
3771
LongView Wealth Management
Georgia
$4.68M -$58.2K -114 -1%
SNPAM
3772
St. Nicholas Private Asset Management
Florida
$4.68M +$14.3K +28 +0.3%
BWG
3773
Boomfish Wealth Group
Georgia
$4.68M +$184K +361 +4%
FC
3774
Fairscale Capital
New Hampshire
$4.68M
VWM
3775
Vigilare Wealth Management
Arizona
$4.67M +$17.9K +35 +0.4%

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.