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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
HFS
4176
Hopwood Financial Services
Virginia
$3.28M +$7.14K +14 +0.2%
RLH
4177
RD Lewis Holdings
Florida
$3.27M +$8.67K +17 +0.3%
GWM
4178
GK Wealth Management
Nevada
$3.27M -$59.2K -116 -2%
RCS
4179
Retirement Capital Strategies
California
$3.27M -$154K -301 -5%
GSC
4180
G&S Capital
Colorado
$3.27M +$38.8K +76 +1%
SHJ
4181
Sharkey, Howes & Javer
Colorado
$3.27M -$19.4K -38 -0.6%
MAM
4182
Mainsail Asset Management
Alabama
$3.27M +$745K +1,460 +30%
BHWM
4183
Beaird Harris Wealth Management
Texas
$3.27M -$26K -51 -0.8%
CRIG
4184
Charter Research & Investment Group
Connecticut
$3.27M
PWS
4185
Precision Wealth Strategies
Missouri
$3.27M -$195K -383 -6%
WFA
4186
WestHill Financial Advisors
California
$3.26M -$3.06K -6 -0.1%
SPAS
4187
Spectrum Planning & Advisory Services
California
$3.26M +$48.5K +95 +2%
DAM
4188
Doheny Asset Management
California
$3.26M -$5.1K -10 -0.2%
TCM
4189
Traub Capital Management
Massachusetts
$3.26M +$38.8K +76 +1%
NWAG
4190
Net Worth Advisory Group
Utah
$3.26M -$2.11M -4,130 -40%
ACC
4191
Acorn Creek Capital
Colorado
$3.26M -$16.8K -33 -0.5%
HA
4192
Hofer & Associates
California
$3.25M +$1.02M +1,993 +47%
FHB
4193
First Hawaiian Bank
Hawaii
$3.24M +$1.02K +2 +0%
MWM
4194
MorganRosel Wealth Management
Colorado
$3.24M +$273K +535 +9%
HFAS
4195
Hummer Financial Advisory Services
Illinois
$3.23M
CWMGO
4196
Capstone Wealth Management Group (Oregon)
Oregon
$3.23M +$17.3K +34 +0.5%
CWA
4197
Cura Wealth Advisors
Illinois
$3.22M +$170K +333 +6%
CA
4198
Cortland Associates
Missouri
$3.22M -$224K -440 -7%
TBWA
4199
Three Bridge Wealth Advisors
California
$3.22M -$2.71M -5,310 -46%
WTFG
4200
Wood Tarver Financial Group
Idaho
$3.22M -$81.6K -160 -3%

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.