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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
TIP
4101
Tandem Investment Partners
New Jersey
$3.5M +$85.7K +168 +3%
DCM
4102
Davis Capital Management
Florida
$3.5M +$3.44M +6,752 New
RI
4103
Rinkey Investments
California
$3.49M +$1.53K +3 +0%
LOIP
4104
Live Oak Investment Partners
Texas
$3.48M -$89.3K -175 -3%
PWA
4105
Primoris Wealth Advisors
Florida
$3.48M +$2.04K +4 +0.1%
FWA
4106
FOCUS Wealth Advisors
Texas
$3.48M -$11.2K -22 -0.3%
KFO
4107
Kopp Family Office
Minnesota
$3.48M
MCI
4108
MRP Capital Investments
Georgia
$3.47M -$752K -1,475 -17%
TCM
4109
Triumph Capital Management
Colorado
$3.46M -$88.3K -173 -3%
SRSA
4110
S.R. Schill & Associates
Washington
$3.45M -$8.16K -16 -0.2%
RHAM
4111
Round Hill Asset Management
California
$3.44M -$528K -1,035 -13%
SIM
4112
SSI Investment Management
California
$3.44M
EWS
4113
Eagle Wealth Strategies
New Jersey
$3.44M +$107K +210 +3%
W
4114
WealthCollab
Washington
$3.44M
GCM
4115
Gunderson Capital Management
South Carolina
$3.43M +$177K +347 +6%
BFAG
4116
Blackston Financial Advisory Group
Florida
$3.43M -$19.9K -39 -0.6%
ARA
4117
Alexander Randolph Advisory
Virginia
$3.43M -$442K -867 -12%
LWM
4118
Laidlaw Wealth Management
New York
$3.43M +$57.1K +112 +2%
AWC
4119
Adamsbrown Wealth Consultants
Kansas
$3.42M +$107K +209 +3%
VCM
4120
Verde Capital Management
Michigan
$3.42M +$1.13M +2,222 +51%
CFC
4121
Coyle Financial Counsel
Illinois
$3.42M +$563K +1,103 +20%
RS
4122
Rakuten Securities
Japan
$3.42M +$186K +365 +6%
TVAMP
4123
Tennessee Valley Asset Management Partners
Tennessee
$3.41M +$2.65M +5,202 +374%
CCA
4124
Carrera Capital Advisors
Michigan
$3.41M +$113K +222 +3%
CFO
4125
Capitol Family Office
Oregon
$3.41M -$12.2K -24 -0.4%

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.