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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
PFM
3776
Phillips Financial Management
Indiana
$4.67M +$1.3M +2,551 +39%
TWA
3777
Talisman Wealth Advisors
New Jersey
$4.67M +$15.8K +31 +0.3%
RWPA
3778
Richard W. Paul & Associates
Michigan
$4.66M -$175K -344 -4%
PA
3779
Planning Alternatives
Michigan
$4.66M +$710K +1,391 +18%
IFS
3780
Integrated Financial Solutions
Virginia
$4.66M +$761K +1,491 +20%
TC
3781
Trust Company
Kansas
$4.66M -$916K -1,796 -17%
FWM
3782
Fonville Wealth Management
Virginia
$4.65M -$174K -341 -4%
HP
3783
HT Partners
Connecticut
$4.65M -$81.1K -159 -2%
HWA
3784
Heartwood Wealth Advisors
Virginia
$4.64M +$4.59K +9 +0.1%
WDC
3785
Woodward Diversified Capital
California
$4.64M -$164K -321 -3%
MWM
3786
MinichMacGregor Wealth Management
New York
$4.64M -$60.2K -118 -1%
OWA
3787
Outlook Wealth Advisors
Texas
$4.63M -$179K -350 -4%
PA
3788
PFW Advisors
Georgia
$4.63M +$124K +243 +3%
USWIA
3789
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.63M -$180K -353 -4%
PFA
3790
Providence Financial Advisors
Kansas
$4.63M +$4.56M +8,941 New
TCMP
3791
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.63M +$606K +1,187 +15%
FWM
3792
Fingerlakes Wealth Management
New York
$4.62M +$1.95M +3,817 +75%
BCM
3793
Barden Capital Management
Texas
$4.62M +$34.7K +68 +0.8%
FLP
3794
Financial Life Planners
Arizona
$4.61M -$81.6K -160 -2%
FA
3795
FSA Advisors
Michigan
$4.61M +$2.69M +5,275 +146%
SSA
3796
SSA Swiss Advisors
$4.6M
LCM
3797
Legato Capital Management
California
$4.59M -$85.2K -167 -2%
CCWM
3798
Correct Capital Wealth Management
Missouri
$4.59M +$116K +227 +3%
PAS
3799
PKS Advisory Services
New York
$4.58M +$267K +523 +6%
PHAM
3800
Palisades Hudson Asset Management
Florida
$4.58M

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.