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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
WPW
4376
Watershed Private Wealth
Illinois
$2.7M
SCM
4377
Sandler Capital Management
New York
$2.7M -$446K -875 -14%
Cohen & Steers
4378
Cohen & Steers
New York
$2.69M
UIA
4379
Ulland Investment Advisors
Minnesota
$2.69M +$50.5K +99 +2%
AWM
4380
Accredited Wealth Management
Kentucky
$2.69M -$2.43M -4,771 -91%
CA
4381
Clune & Associates
Illinois
$2.69M +$103K +201 +4%
MWP
4382
Meriwether Wealth & Planning
Louisiana
$2.68M -$188K -368 -7%
IA
4383
IMZ Advisory
Florida
$2.67M +$25K +49 +1%
SM
4384
Samjo Management
New York
$2.67M -$51K -100 -2%
CAIMH
4385
Central Asset Investments & Management Holdings
Hong Kong
$2.66M -$3.88M -7,601 -60%
MWM
4386
MFG Wealth Management
Indiana
$2.66M -$96.9K -190 -4%
SA
4387
Sonoma Allocations
California
$2.66M +$2.65M +5,203 New
JWM
4388
Jacksonville Wealth Management
Florida
$2.66M -$46.4K -91 -2%
FAN
4389
Financial Advisors Network
California
$2.66M +$90.8K +178 +4%
SC
4390
Seldon Capital
California
$2.66M
KWM
4391
Kaydan Wealth Management
Michigan
$2.65M -$53.1K -104 -2%
BWS
4392
Broadway Wealth Solutions
Texas
$2.65M -$39.8K -78 -2%
LCM
4393
Laurion Capital Management
New York
$2.65M +$2.61M +5,115 New
BWG
4394
Berry Wealth Group
Texas
$2.65M -$6.81M -13,347 -72%
WAM
4395
WealthTrust Asset Management
Florida
$2.64M +$27.5K +54 +1%
NCG
4396
Newport Capital Group
New Jersey
$2.64M -$43.9K -86 -2%
SWIM
4397
Smallwood Wealth Investment Management
New Jersey
$2.64M -$20.4K -40 -0.8%
MWS
4398
MFA Wealth Services
California
$2.64M +$35.2K +69 +1%
PWP
4399
Parkwoods Wealth Partners
New York
$2.63M +$595K +1,167 +30%
PAM
4400
Prodigy Asset Management
Nebraska
$2.63M

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.