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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
TFA
4226
Tobias Financial Advisors
Florida
$3.15M +$307K +601 +11%
CA
4227
Claris Advisors
Missouri
$3.15M
FCMA
4228
Foresight Capital Management Advisors
Michigan
$3.15M -$201K -394 -6%
IWP
4229
Innova Wealth Partners
Pennsylvania
$3.14M +$77.5K +152 +3%
SWMG
4230
Sanchez Wealth Management Group
Florida
$3.14M -$2.55K -5 -0.1%
ACMA
4231
Arbor Capital Management (Alaska)
Alaska
$3.14M -$8.16K -16 -0.3%
CIG
4232
Cascade Investment Group
Colorado
$3.13M -$47.4K -93 -2%
CC
4233
Copperleaf Capital
North Carolina
$3.13M -$130K -255 -4%
DI
4234
Disciplined Investors
Texas
$3.13M +$393K +771 +15%
HCA
4235
Heck Capital Advisors
Wisconsin
$3.13M +$125K +245 +4%
LFGO
4236
Legacy Financial Group (Oklahoma)
Oklahoma
$3.13M -$108K -212 -3%
KOMWMG
4237
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.13M -$206K -403 -6%
GIM
4238
Guild Investment Management
California
$3.12M
MPIA
4239
Milestones Private Investment Advisors
New York
$3.12M -$11.2K -22 -0.4%
PWM
4240
Paulson Wealth Management
Illinois
$3.11M -$70.4K -138 -2%
ACM
4241
Ascent Capital Management
Oregon
$3.11M +$48.5K +95 +2%
AIM
4242
Avanda Investment Management
Singapore
$3.11M
BOA
4243
Birnam Oak Advisors
New York
$3.11M
VFM
4244
Viking Fund Management
North Dakota
$3.11M
BI
4245
Bramshill Investments
Florida
$3.11M +$1.5M +2,943 +96%
GC
4246
Gruss & Co
Florida
$3.11M +$1.53M +3,000 +100%
PWA
4247
PCG Wealth Advisors
Kansas
$3.11M +$17.9K +35 +0.6%
DFP
4248
Defined Financial Planning
California
$3.1M -$112K -219 -4%
MWPCG
4249
Measured Wealth Private Client Group
New Hampshire
$3.09M -$320K -627 -9%
PCM
4250
Portolan Capital Management
Massachusetts
$3.09M -$166K -325 -5%

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.