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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
CNBT
4301
Cornerstone National Bank & Trust
Illinois
$2.93M -$5.1K -10 -0.2%
HC
4302
Hara Capital
Washington
$2.93M -$125K -245 -4%
RI
4303
Ridgewood Investments
New Jersey
$2.93M -$363K -711 -11%
HIG
4304
Heritage Investment Group
Florida
$2.92M +$86.7K +170 +3%
KPWG
4305
KFA Private Wealth Group
Virginia
$2.92M -$215K -421 -7%
BBNB
4306
Baker Boyer National Bank
Washington
$2.92M -$1.54M -3,013 -35%
PP
4307
Paloma Partners
Connecticut
$2.92M +$1.21M +2,365 +72%
AV
4308
Aspiring Ventures
Ohio
$2.92M +$645K +1,264 +29%
HFS
4309
Hoge Financial Services
Pennsylvania
$2.92M +$135K +264 +5%
NCM
4310
Neumann Capital Management
California
$2.92M -$339K -665 -11%
BWM
4311
BCS Wealth Management
Tennessee
$2.91M -$1.65M -3,242 -37%
Boston Partners
4312
Boston Partners
Massachusetts
$2.91M +$2.87M +5,617 New
BMWS
4313
Brady Martz Wealth Solutions
North Dakota
$2.91M -$30.1K -59 -1%
WAG
4314
Wallace Advisory Group
California
$2.9M -$772K -1,514 -21%
CAM
4315
Concorde Asset Management
Michigan
$2.9M +$2.87M +5,625 New
SNWA
4316
Siligmueller & Norvid Wealth Advisors
Illinois
$2.9M +$1.91M +3,752 +204%
PPC
4317
Pennington Partners & Co
Maryland
$2.9M -$45.4K -89 -2%
EMAM
4318
Encompass More Asset Management
California
$2.9M +$75K +147 +3%
CG
4319
Clifford Group
Massachusetts
$2.89M -$219K -429 -7%
PPH
4320
Pure Portfolios Holdings
Oregon
$2.88M -$44.9K -88 -2%
IAG
4321
Investmark Advisory Group
Connecticut
$2.87M +$1.02K +2 +0%
CAM
4322
Campion Asset Management
Virginia
$2.87M -$10.7K -21 -0.4%
PGCM
4323
Prescott Group Capital Management
Oklahoma
$2.87M
SAM
4324
Strive Asset Management
Ohio
$2.87M +$23.5K +46 +0.8%
PA
4325
Pineridge Advisors
Missouri
$2.87M -$80.6K -158 -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.