We are live on ! Find out more
MSFT icon

Microsoft

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
CPA
4351
Cathy Pareto & Associates
Florida
$2.78M +$33.7K +66 +1%
EC
4352
Eleva Capital
France
$2.78M -$5.61M -11,000 -67%
PPWM
4353
Perissos Private Wealth Management
Oklahoma
$2.78M -$15.8K -31 -0.6%
SI
4354
Stonekeep Investments
New Mexico
$2.77M -$20.4K -40 -0.7%
MCM
4355
Mainstream Capital Management
California
$2.77M +$27.5K +54 +1%
GWWM
4356
Great Waters Wealth Management
Minnesota
$2.77M +$34.2K +67 +1%
PRI
4357
Prepared Retirement Institute
Pennsylvania
$2.77M -$16.3K -32 -0.6%
TPWM
4358
Twelve Points Wealth Management
Massachusetts
$2.76M
3F
4359
360 Financial
Minnesota
$2.75M -$152K -297 -5%
MCM
4360
Mainstay Capital Management
Michigan
$2.75M -$2.59M -5,082 -49%
MSWM
4361
Mowery & Schoenfeld Wealth Management
Illinois
$2.75M
EPM
4362
Elm Partners Management
Pennsylvania
$2.74M +$1.98M +3,889 +277%
VW
4363
Vance Wealth
California
$2.73M +$163K +319 +6%
RWM
4364
Rezny Wealth Management
Florida
$2.73M +$105K +206 +4%
ACA
4365
Ascension Capital Advisors
Texas
$2.72M
EWM
4366
Endowment Wealth Management
Wisconsin
$2.72M +$10.7K +21 +0.4%
MWC
4367
MBM Wealth Consultants
Missouri
$2.72M -$65.8K -129 -2%
CA
4368
Crumly & Associates
Illinois
$2.72M +$117K +230 +5%
WAG
4369
Windsor Advisory Group
Ohio
$2.71M +$1.59M +3,118 +147%
CWA
4370
Continuum Wealth Advisors
New York
$2.71M +$382K +749 +17%
FFM
4371
Flagstone Financial Management
Nebraska
$2.71M -$113K -222 -4%
LOAMU
4372
Lombard Odier Asset Management (USA)
New York
$2.71M +$285K +558 +12%
TA
4373
TrueWealth Advisors
Alabama
$2.7M -$77.5K -152 -3%
CWM
4374
CarsonAllaria Wealth Management
Illinois
$2.7M +$72.9K +143 +3%
DA
4375
Doliver Advisors
Texas
$2.7M +$31.6K +62 +1%

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.