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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
OFA
4001
Onyx Financial Advisors
Idaho
$3.8M +$119K +233 +3%
PIA
4002
Prakash Investment Advisors
Massachusetts
$3.8M +$75.5K +148 +2%
OPWM
4003
Oakwell Private Wealth Management
Texas
$3.79M -$49K -96 -1%
PFA
4004
Pettinga Financial Advisors
Indiana
$3.79M +$19.4K +38 +0.5%
WPW
4005
Warther Private Wealth
Ohio
$3.77M -$221K -433 -6%
MHR
4006
Matthew Hamilton Rosenberg
$3.77M +$20.4K +40 +0.6%
TCM
4007
Towercrest Capital Management
Pennsylvania
$3.77M +$417K +817 +13%
VIM
4008
VELA Investment Management
Ohio
$3.76M -$186K -364 -5%
BWM
4009
BankPlus Wealth Management
Mississippi
$3.76M -$48.5K -95 -1%
SPI
4010
Sutton Place Investors
New York
$3.76M +$60.7K +119 +2%
TA
4011
Townsend & Associates
Colorado
$3.76M -$140K -274 -4%
HBS
4012
Howard Bailey Securities
Indiana
$3.76M -$235K -461 -6%
FNBSF
4013
First National Bank Sioux Falls
South Dakota
$3.76M -$1.53K -3 -0%
FCG
4014
Fielder Capital Group
Tennessee
$3.76M +$225K +442 +6%
PCS
4015
Private Client Services
Kentucky
$3.76M -$300K -589 -8%
PW
4016
Pandora Wealth
Illinois
$3.76M -$68.4K -134 -2%
MF
4017
Meridian Financial
Massachusetts
$3.75M +$87.7K +172 +2%
CSA
4018
Cornerstone Select Advisors
Missouri
$3.75M +$256K +501 +7%
DCM
4019
Dimension Capital Management
Florida
$3.74M +$222K +436 +6%
TCPW
4020
Twin City Private Wealth
North Carolina
$3.74M +$321K +630 +10%
FSC
4021
Full Sail Capital
Oklahoma
$3.74M +$275K +540 +8%
PCM
4022
Park Capital Management
Wisconsin
$3.74M -$141K -277 -4%
SB
4023
Sunflower Bank
Texas
$3.74M -$92.8K -182 -2%
ACM
4024
AUA Capital Management
Pennsylvania
$3.73M
TA
4025
Tactive Advisors
Florida
$3.73M -$57.1K -112 -2%

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.