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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
EIA
4026
Eldridge Investment Advisors
New Hampshire
$3.72M +$120K +235 +3%
MFA
4027
Millington Financial Advisors
Illinois
$3.72M -$9.69K -19 -0.3%
CWM
4028
Cranbrook Wealth Management
Michigan
$3.72M -$45.4K -89 -1%
IPW
4029
Impact Partnership Wealth
Georgia
$3.71M +$554K +1,086 +18%
TPF
4030
Tribridge Partners Financial
Maryland
$3.71M +$148K +290 +4%
BAM
4031
BOS Asset Management
Illinois
$3.71M -$6.12K -12 -0.2%
WIM
4032
Waycross Investment Management
Washington
$3.71M -$57.6K -113 -2%
CAIM
4033
Catherine Avery Investment Management
Florida
$3.7M -$30.6K -60 -0.8%
GCP
4034
Gill Capital Partners
Colorado
$3.7M -$54.1K -106 -1%
FFA
4035
Fortune Financial Advisors
Kansas
$3.69M +$58.7K +115 +2%
KWA
4036
Kellett Wealth Advisors
Ohio
$3.69M +$5.1K +10 +0.1%
RCM
4037
Riverpark Capital Management
New York
$3.69M -$798K -1,564 -18%
PPW
4038
Pasadena Private Wealth
California
$3.69M +$385K +755 +12%
PWP
4039
Phillips Wealth Planners
Mississippi
$3.69M +$247K +484 +7%
RCM
4040
Requisite Capital Management
Texas
$3.68M +$409K +801 +13%
LA
4041
Latitude Advisors
Florida
$3.68M +$102K +200 +3%
RWP
4042
Reliant Wealth Planning
Kentucky
$3.68M +$3.3M +6,465 +1,002%
SC
4043
Shuttleworth & Co
Ohio
$3.68M +$3.63M +7,107 New
TIM
4044
Tortoise Investment Management
New York
$3.68M +$77.5K +152 +2%
MWP
4045
Meridian Wealth Partners
Pennsylvania
$3.67M -$368K -722 -9%
AFG
4046
Altiora Financial Group
Ohio
$3.67M -$32.1K -63 -0.9%
AIM
4047
Alhambra Investment Management
Florida
$3.67M -$196K -385 -5%
FDW
4048
Fourth Dimension Wealth
Ohio
$3.66M -$38.3K -75 -1%
MMCM
4049
Murphy & Mullick Capital Management
New York
$3.66M +$13.8K +27 +0.4%
THL
4050
Tillman Hartley LLC
Colorado
$3.65M -$255K -500 -7%

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.