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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
KFS
4051
Kaizen Financial Strategies
California
$3.65M -$250K -491 -6%
WLIM
4052
White Lighthouse Investment Management
Massachusetts
$3.65M +$146K +286 +4%
QP
4053
Quartz Partners
New York
$3.64M +$157K +308 +5%
GA
4054
Greenspring Advisors
Maryland
$3.64M +$3.59M +7,031 New
RP
4055
Riverwater Partners
Wisconsin
$3.63M +$763K +1,496 +27%
GC
4056
GFG Capital
Florida
$3.63M -$271K -531 -7%
AFA
4057
Arlington Financial Advisors
California
$3.63M +$318K +624 +10%
WFS
4058
Walker Financial Services
Kentucky
$3.62M -$392K -768 -10%
GIO
4059
Galilei Investment Office
United Kingdom
$3.62M
FA
4060
FF Advisors
California
$3.61M -$61.2K -120 -2%
CL
4061
CVFG LLC
Indiana
$3.61M +$205K +402 +6%
KWM
4062
KFG Wealth Management
Indiana
$3.61M -$14.3K -28 -0.4%
APWA
4063
Atlas Private Wealth Advisors
New Jersey
$3.6M -$4.24M -8,307 -54%
CNBOF
4064
City National Bank of Florida
Florida
$3.6M +$33.7K +66 +1%
TFP
4065
TrueWealth Financial Partners
Washington
$3.6M
FFO
4066
Fortitude Family Office
Arizona
$3.59M -$35.7K -70 -1%
NCMW
4067
Northern Capital Management (Washington)
Washington
$3.59M -$42.3K -83 -1%
EWM
4068
Evergreen Wealth Management
Michigan
$3.59M -$827K -1,621 -19%
WLPWM
4069
Walled Lake Planning & Wealth Management
Illinois
$3.58M -$34.2K -67 -1%
EWS
4070
Evergreen Wealth Solutions
Pennsylvania
$3.58M +$44.4K +87 +1%
CHA
4071
Cooper/Haims Advisors
New York
$3.58M +$9.69K +19 +0.3%
PFA
4072
Pathway Financial Advisors
Vermont
$3.58M +$317K +622 +10%
PAW
4073
Plan A Wealth
Nebraska
$3.57M +$243K +477 +7%
WA
4074
Westfuller Advisors
New York
$3.57M +$1.51M +2,965 +75%
AWM
4075
AllSquare Wealth Management
New York
$3.57M +$23.5K +46 +0.7%

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.