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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
LC
3801
Lavaca Capital
Texas
$4.58M +$1.27M +2,485 +39%
GCM
3802
Generation Capital Management
New York
$4.57M +$4.59K +9 +0.1%
SIAG
3803
Safeguard Investment Advisory Group
California
$4.57M -$645K -1,264 -13%
AWA
3804
Aletheian Wealth Advisors
Washington
$4.57M -$63.8K -125 -1%
HFO
3805
Heritage Family Offices
Arizona
$4.57M -$225K -442 -5%
PG
3806
Prostatis Group
Maryland
$4.57M +$1.5M +2,933 +50%
BFA
3807
Brendel Financial Advisors
New Hampshire
$4.57M +$174K +341 +4%
HHGA
3808
Halbert Hargrove Global Advisors
California
$4.57M +$255K +500 +6%
FM
3809
Freemont Management
Switzerland
$4.56M -$13M -25,500 -74%
NFA
3810
Northern Financial Advisors
Michigan
$4.55M +$339K +665 +8%
PEA
3811
Park Edge Advisors
Ohio
$4.55M +$456K +893 +11%
1CP
3812
17 Capital Partners
Arizona
$4.55M +$14.8K +29 +0.3%
EGWAG
3813
Elwood & Goetz Wealth Advisory Group
Georgia
$4.54M +$889K +1,742 +25%
Blackstone Inc
3814
Blackstone Inc
New York
$4.54M +$3.14M +6,165 +237%
NWWA
3815
New Wave Wealth Advisors
Arkansas
$4.54M -$1.01M -1,988 -19%
ICM
3816
Islay Capital Management
Texas
$4.54M +$326K +640 +8%
AF
3817
Aldebaran Financial
$4.54M +$186K +365 +4%
BMCM
3818
Burns Matteson Capital Management
New York
$4.53M -$178K -348 -4%
FF
3819
Farrell Financial
New York
$4.53M +$82.6K +162 +2%
HCWM
3820
Hidden Cove Wealth Management
Washington
$4.53M +$274K +538 +7%
FNC
3821
First National Corp
Massachusetts
$4.52M +$184K +361 +4%
MA
3822
MKT Advisors
California
$4.52M -$336K -658 -7%
SCM
3823
Sterneck Capital Management
Missouri
$4.52M
FH
3824
FWG Holdings
Florida
$4.52M +$80.6K +158 +2%
OLA
3825
Oliver Luxxe Assets
New Jersey
$4.51M +$137K +269 +3%

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.