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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
STA
4076
Smith Thornton Advisors
Alabama
$3.56M +$62.2K +122 +2%
GPW
4077
Genesis Private Wealth
Virginia
$3.56M +$224K +440 +7%
HGWM
4078
Horst & Graben Wealth Management
Oregon
$3.56M +$71.4K +140 +2%
RWA
4079
Rooted Wealth Advisors
Illinois
$3.56M +$240K +471 +7%
PFA
4080
Professional Financial Advisors
Nebraska
$3.56M +$76.5K +150 +2%
MIM
4081
Merrion Investment Management
New Jersey
$3.55M
CFG
4082
Carter Financial Group
Illinois
$3.55M +$91.8K +180 +3%
SR
4083
Syntax Research
Florida
$3.55M +$1.53K +3 +0%
NL
4084
Navalign LLC
California
$3.55M +$65.3K +128 +2%
BCM
4085
Boreal Capital Management
Florida
$3.54M +$48K +94 +1%
KGC
4086
Kennon-Green & Company
Ohio
$3.53M +$3.57K +7 +0.1%
GWP
4087
Gen-Wealth Partners
Michigan
$3.53M +$156K +305 +5%
LF
4088
Lighthouse Financial
Florida
$3.53M +$454K +890 +15%
KLWA
4089
Kelly Lawrence W & Associates
California
$3.53M
SFB
4090
STAR Financial Bank
Indiana
$3.52M +$320K +627 +10%
Betterment LLC
4091
Betterment LLC
New York
$3.51M +$278K +544 +9%
BWM
4092
Birchcreek Wealth Management
Ohio
$3.51M -$83.7K -164 -2%
TCM
4093
Tributary Capital Management
Nebraska
$3.51M -$672K -1,317 -16%
E3F
4094
Eight 31 Financial
Texas
$3.51M +$290K +568 +9%
AL
4095
ADE LLC
Maryland
$3.51M +$220K +431 +7%
FSBI
4096
Fearless Solutions (Best Invest)
Texas
$3.51M -$15.8K -31 -0.5%
NJIM
4097
Nabity-Jensen Investment Management
Nebraska
$3.51M
SWP
4098
Summit Wealth Partners
Florida
$3.5M +$510 +1 +0%
WW
4099
Westshore Wealth
California
$3.5M -$510 -1 -0%
AFA
4100
AllGen Financial Advisors
Florida
$3.5M -$314K -616 -8%

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.