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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
PC
4151
Promus Capital
Illinois
$3.33M -$3.57K -7 -0.1%
VWA
4152
VSM Wealth Advisory
Maryland
$3.33M -$30.1K -59 -0.9%
CBOR
4153
Community Bank of Raymore
Missouri
$3.33M -$15.3K -30 -0.5%
SRWM
4154
Shira Ridge Wealth Management
California
$3.32M +$1.02K +2 +0%
GCM
4155
Geneva Capital Management
Wisconsin
$3.32M -$324K -636 -9%
TWM
4156
TriaGen Wealth Management
California
$3.32M -$36.2K -71 -1%
ORG
4157
Optimist Retirement Group
Washington
$3.31M -$17.9K -35 -0.5%
CGF
4158
Constant Guidance Financial
Massachusetts
$3.31M +$972K +1,906 +42%
FMP
4159
Financial Management Professionals
Texas
$3.31M +$157K +307 +5%
BW
4160
Blalock Williams
Alabama
$3.31M +$265K +519 +9%
LFASL
4161
Lugano Financial Advisors SA (LFA)
Switzerland
$3.31M -$45.9K -90 -1%
RA
4162
RoundAngle Advisors
New Jersey
$3.3M -$40.3K -79 -1%
NEWAS
4163
N.E.W. Advisory Services
Wisconsin
$3.3M -$124K -243 -4%
IFPG
4164
Intrepid Financial Planning Group
Indiana
$3.3M -$73.5K -144 -2%
B
4165
Birchbrook
Maine
$3.3M -$15.3K -30 -0.5%
CWA
4166
Centennial Wealth Advisory
Michigan
$3.29M +$392K +769 +14%
ACM
4167
Aurdan Capital Management
Pennsylvania
$3.29M -$34.2K -67 -1%
MTC
4168
Matrix Trust Company
Colorado
$3.29M -$110K -216 -3%
JEST
4169
JTC Employer Solutions Trustee
Jersey
$3.29M +$160K +313 +5%
HPBT
4170
Hickory Point Bank & Trust
Illinois
$3.28M -$34.2K -67 -1%
MA
4171
MBA Advisors
Pennsylvania
$3.28M -$77K -151 -2%
IA
4172
IFG Advisors
Missouri
$3.28M +$16.8K +33 +0.5%
AWS
4173
Aspen Wealth Strategies
Colorado
$3.28M +$20.4K +40 +0.6%
FL
4174
FreeGulliver LLC
Louisiana
$3.28M +$2.16M +4,243 +203%
KIG
4175
Kennedy Investment Group
New Jersey
$3.28M +$24K +47 +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.