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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
PA
4326
PSI Advisors
Florida
$2.86M -$2.69M -5,272 -49%
BBW
4327
Blue Barn Wealth
Utah
$2.86M +$2.55K +5 +0.1%
AIA
4328
Accelerate Investment Advisors
California
$2.86M -$25K -49 -0.9%
RWMH
4329
Riverpoint Wealth Management Holdings
Illinois
$2.85M -$4.08K -8 -0.1%
CWA
4330
Clarus Wealth Advisors
Arizona
$2.85M +$351K +689 +14%
CMANY
4331
Capital Management Associates (New York)
New York
$2.85M
OIS
4332
OneAscent Investment Solutions
Alabama
$2.85M +$1.09M +2,141 +64%
JFG
4333
JMG Financial Group
Illinois
$2.84M -$123K -242 -4%
CPG
4334
Cornerstone Planning Group
New Jersey
$2.84M +$408K +799 +17%
HI
4335
Harper Investing
California
$2.84M +$421K +826 +18%
SFPG
4336
Stonebridge Financial Planning Group
Florida
$2.84M +$50.5K +99 +2%
LF
4337
LifePlan Financial
Minnesota
$2.83M -$86.2K -169 -3%
PWA
4338
Prairie Wealth Advisors
Nebraska
$2.83M -$240K -470 -8%
TCM
4339
TruNorth Capital Management
Michigan
$2.83M +$95.4K +187 +4%
MWA
4340
MN Wealth Advisors
Kansas
$2.83M +$41.3K +81 +2%
GCWM
4341
Guided Capital Wealth Management
Texas
$2.83M +$26K +51 +0.9%
FI
4342
Fosun International
China
$2.82M
BFS
4343
Burr Financial Services
California
$2.82M +$1.27M +2,485 +84%
MMEA
4344
Main Management ETF Advisors
California
$2.81M +$524K +1,027 +23%
SA
4345
SRH Advisors
Kansas
$2.81M -$50.5K -99 -2%
FFL
4346
Financial Freedom LLC
Ohio
$2.81M +$387K +759 +16%
EE
4347
EWG Elevate
California
$2.81M -$378K -741 -12%
SGWM
4348
Sterling Group Wealth Management
California
$2.8M -$25.5K -50 -0.9%
RCI
4349
RS Crum Inc
California
$2.8M +$510 +1 +0%
CHJWM
4350
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.79M +$254K +497 +10%

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.