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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
LWM
3851
LJI Wealth Management
Indiana
$4.4M -$330K -647 -7%
CA
3852
Cannon Advisors
North Carolina
$4.4M +$119K +233 +3%
CMP
3853
Coston McIsaac & Partners
Maine
$4.4M +$10.7K +21 +0.2%
MQWP
3854
Morey & Quinn Wealth Partners
Nebraska
$4.4M +$76.5K +150 +2%
CFA
3855
Camarda Financial Advisors
Florida
$4.39M +$319K +625 +8%
JBA
3856
Johnson Bixby & Associates
Washington
$4.39M -$362K -710 -8%
EMC
3857
Everest Management Corp
California
$4.39M +$72.4K +142 +2%
IA
3858
IAM Advisory
Pennsylvania
$4.37M +$510 +1 +0%
FF
3859
Farrow Financial
Vermont
$4.37M +$210K +411 +5%
PWM
3860
Partnership Wealth Management
Maryland
$4.36M -$52K -102 -1%
MAM
3861
Milestone Asset Management
Pennsylvania
$4.36M -$4.35M -8,522 -50%
RB
3862
Renasant Bank
Mississippi
$4.36M -$402K -789 -9%
CIA
3863
Cape Investment Advisory
Georgia
$4.36M -$3.2M -6,275 -43%
SFG
3864
Sunburst Financial Group
Alabama
$4.36M +$16.8K +33 +0.4%
TLCM
3865
Twin Lakes Capital Management
California
$4.34M +$3.06K +6 +0.1%
DWA
3866
Delap Wealth Advisory
Oregon
$4.33M -$311K -609 -7%
RC
3867
Rovin Capital
Arizona
$4.33M +$383K +750 +10%
BC
3868
Barrett & Company
Rhode Island
$4.32M -$357K -699 -8%
TCM
3869
TD Capital Management
Tennessee
$4.32M -$87.7K -172 -2%
PFWA
3870
Paces Ferry Wealth Advisors
Georgia
$4.32M +$1.02K +2 +0%
MDSL
3871
M.D. Sass LLC
New York
$4.32M -$107K -210 -2%
RWM
3872
Riverbend Wealth Management
South Carolina
$4.31M +$108K +211 +3%
TWM
3873
Trevian Wealth Management
Massachusetts
$4.31M +$1.06M +2,074 +33%
ITB
3874
Idaho Trust Bank
Idaho
$4.31M -$58.7K -115 -1%
FC
3875
FCA Corp
Texas
$4.3M +$16.8K +33 +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.