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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
FDDB
3876
Fidelity D&D Bancorp
Pennsylvania
$4.29M -$48K -94 -1%
WIM
3877
Warwick Investment Management
Texas
$4.29M +$431K +844 +11%
RIM
3878
Rockbridge Investment Management
New York
$4.29M +$3.06K +6 +0.1%
IFS
3879
Ifrah Financial Services
Arkansas
$4.29M -$46.4K -91 -1%
LIA
3880
LSP Investment Advisors
New York
$4.29M
NCTC
3881
New Covenant Trust Company
Indiana
$4.29M +$43.4K +85 +1%
DFS
3882
Dixon Fnancial Services
California
$4.27M +$1.55M +3,042 +59%
LB
3883
Legacy Bridge
Iowa
$4.26M +$160K +313 +4%
VWA
3884
VERITY Wealth Advisors
United States
$4.26M
EWM
3885
Elmwood Wealth Management
California
$4.26M +$910K +1,783 +28%
ONSWM
3886
Old North State Wealth Management
North Carolina
$4.26M +$203K +398 +5%
LCM
3887
Landscape Capital Management
New Jersey
$4.26M +$3.67M +7,188 +698%
SSCM
3888
Spectrum Strategic Capital Management
Oregon
$4.26M -$74.5K -146 -2%
SSG
3889
Summit Securities Group
New York
$4.25M +$4.19M +8,210 New
TA
3890
TFB Advisors
Kansas
$4.25M -$3.5M -6,864 -45%
HCG
3891
Haven Capital Group
California
$4.24M -$108K -211 -3%
DSN
3892
D. Scott Neal
Kentucky
$4.23M
MWA
3893
Motive Wealth Advisors
Michigan
$4.23M -$7.14K -14 -0.2%
JWM
3894
Jessup Wealth Management
Ohio
$4.22M -$79.6K -156 -2%
WKSWA
3895
White Knight Strategic Wealth Advisors
New Jersey
$4.21M -$93.9K -184 -2%
CBT
3896
CoreFirst Bank & Trust
Kansas
$4.21M -$237K -464 -5%
MWM
3897
Mascoma Wealth Management
New Hampshire
$4.2M +$6.12K +12 +0.1%
TA
3898
TPG Advisors
Illinois
$4.2M -$59.2K -116 -1%
AR
3899
Apeiron RIA
Texas
$4.2M -$110K -216 -3%
ACM
3900
Aspen Capital Management
Idaho
$4.19M +$165K +323 +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.