We are live on ! Find out more
MSFT icon

Microsoft

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
OFO
4126
OneAscent Family Office
Alabama
$3.41M +$65.8K +129 +2%
AWMG
4127
Alliance Wealth Management Group
New Jersey
$3.4M +$417K +817 +14%
BFS
4128
Burkett Financial Services
South Carolina
$3.4M -$26.5K -52 -0.8%
AGA
4129
Arkos Global Advisors
Texas
$3.39M +$1.88M +3,691 +129%
PAM
4130
Parvin Asset Management
South Dakota
$3.39M +$90.3K +177 +3%
TFCP
4131
Twin Focus Capital Partners
Massachusetts
$3.39M +$212K +416 +7%
EWP
4132
Elevation Wealth Partners
California
$3.38M +$275K +540 +9%
GFG
4133
Greenbush Financial Group
New York
$3.37M +$127K +249 +4%
CGH
4134
CMG Global Holdings
Texas
$3.37M +$46.4K +91 +1%
IF
4135
IRON Financial
Illinois
$3.37M -$140K -275 -4%
SFS
4136
Security Financial Services
Indiana
$3.37M +$74K +145 +2%
MCM
4137
Magnolia Capital Management
New York
$3.37M +$10.2K +20 +0.3%
WFM
4138
Wolff Financial Management
Michigan
$3.36M +$5.61K +11 +0.2%
CWM
4139
Cherrydale Wealth Management
New Jersey
$3.36M
FA
4140
Fermata Advisors
California
$3.36M -$694K -1,361 -17%
OCPWS
4141
One Charles Private Wealth Services
Massachusetts
$3.36M -$105K -206 -3%
RFS
4142
Richardson Financial Services
Massachusetts
$3.36M +$160K +313 +5%
GFG
4143
GR Financial Group
Arizona
$3.35M +$696K +1,365 +27%
RH
4144
RFG Holdings
Texas
$3.35M +$403K +790 +14%
FP
4145
Fiduciary Planning
Florida
$3.35M -$85.2K -167 -3%
CFP
4146
Curran Financial Partners
South Carolina
$3.35M +$65.3K +128 +2%
BBA
4147
Braun-Bostich & Associates
Pennsylvania
$3.35M -$13.8K -27 -0.4%
SWG
4148
Summit Wealth Group
Vermont
$3.33M -$110K -216 -3%
IFU
4149
iSAM Funds (UK)
United Kingdom
$3.33M +$3.28M +6,435 New
DF
4150
DecisionPoint Financial
Arizona
$3.33M -$1.04M -2,031 -24%

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.