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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
XSC
4201
X-Square Capital
Puerto Rico
$3.22M +$46.4K +91 +1%
VWM
4202
Vivid Wealth Management
Iowa
$3.21M -$314K -616 -9%
WF
4203
WinCap Financial
Massachusetts
$3.21M +$115K +226 +4%
YWS
4204
Yarger Wealth Strategies
Ohio
$3.2M +$153K +300 +5%
MWM
4205
Meritas Wealth Management
California
$3.2M +$728K +1,428 +30%
CM
4206
CastleKnight Management
New York
$3.2M -$510K -1,000 -14%
PWM
4207
Palacios Wealth Management
Florida
$3.2M +$370K +726 +13%
LWA
4208
Lantern Wealth Advisors
New York
$3.2M -$85.7K -168 -3%
AIA
4209
Armor Investment Advisors
North Carolina
$3.2M +$26.5K +52 +0.8%
RIS
4210
Retirement Income Solutions
Michigan
$3.19M +$74.5K +146 +2%
MPW
4211
Magnolia Private Wealth
Pennsylvania
$3.19M +$133K +260 +4%
T
4212
Tableaux
Massachusetts
$3.19M -$1.12M -2,203 -26%
MIM
4213
Macroview Investment Management
Maryland
$3.19M +$33.2K +65 +1%
AWM
4214
Abound Wealth Management
Tennessee
$3.19M +$65.3K +128 +2%
CIC
4215
Chase Investment Counsel
Virginia
$3.19M +$46.4K +91 +2%
MWM
4216
Meadowbrook Wealth Management
New York
$3.18M +$3.13M +6,136 New
FF
4217
Formulate Financial
Florida
$3.17M +$3.13M +6,129 New
CIA
4218
Caerus Investment Advisors
Texas
$3.17M +$1.88M +3,677 +150%
CCM
4219
Check Capital Management
California
$3.17M
AIM
4220
ARK Investment Management
Florida
$3.17M +$1.79M +3,513 +135%
TI
4221
Truxt Investmentos
Brazil
$3.17M +$3.12M +6,124 New
SM
4222
Stonegate Management
Illinois
$3.17M +$3.12M +6,114 New
CHP
4223
Castle Hook Partners
New York
$3.17M -$534K -1,046 -15%
SCA
4224
Strathmore Capital Advisors
North Carolina
$3.16M +$88.8K +174 +3%
EHWM
4225
Eads & Heald Wealth Management
Georgia
$3.16M -$59.2K -116 -2%

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.