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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
WCM
3826
Washburn Capital Management
Florida
$4.51M -$198K -388 -4%
MWM
3827
Mascagni Wealth Management
Mississippi
$4.5M +$43.9K +86 +1%
GPWM
3828
Grant Private Wealth Management
California
$4.5M -$2.71M -5,317 -38%
LGA
3829
Lebenthal Global Advisors
New York
$4.5M +$446K +875 +11%
GSIS
3830
Global Strategic Investment Solutions
Arizona
$4.5M +$120K +235 +3%
CCA
3831
Cora Capital Advisors
New Jersey
$4.49M +$224K +440 +5%
MFG
3832
Monte Financial Group
Connecticut
$4.49M -$148K -290 -3%
WC
3833
Westhampton Capital
North Carolina
$4.48M +$7.65K +15 +0.2%
SFWC
3834
Strategic Family Wealth Counselors
New Jersey
$4.48M -$2.55K -5 -0.1%
GAMC
3835
Garner Asset Management Corp
Texas
$4.47M -$14.8K -29 -0.3%
CWM
3836
Challenger Wealth Management
California
$4.47M -$384K -753 -8%
DIS
3837
Diversified Investment Strategies
Louisiana
$4.47M -$333K -652 -7%
WH
3838
Willner & Heller
California
$4.47M +$99.5K +195 +2%
IVP
3839
Intrinsic Value Partners
Arizona
$4.47M -$20.4K -40 -0.5%
LWM
3840
LeConte Wealth Management
Tennessee
$4.46M +$593K +1,162 +16%
VFPW
3841
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.46M +$27.5K +54 +0.6%
PCMF
3842
Private Capital Management (Florida)
Florida
$4.45M -$408K -800 -9%
PIM
3843
Platinum Investment Management
Australia
$4.44M -$391K -767 -8%
FCFC
3844
First Citizens Financial Corp
Iowa
$4.43M +$218K +427 +5%
DCM
3845
Delta Capital Management
New Jersey
$4.42M -$12.8K -25 -0.3%
AWM
3846
Ariadne Wealth Management
California
$4.42M +$126K +247 +3%
PPA
3847
Pacific Point Advisors
California
$4.41M -$1.3M -2,542 -23%
VP
3848
Verum Partners
North Carolina
$4.41M -$86.7K -170 -2%
FA
3849
Fiducient Advisors
Illinois
$4.41M +$1.38M +2,700 +46%
AIP
3850
Almanack Investment Partners
Pennsylvania
$4.41M -$400K -784 -8%

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.