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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
KDA
4401
Kraft Davis & Associates
Missouri
$2.63M -$6.63K -13 -0.3%
JHC
4402
J. Hagan Capital
Kentucky
$2.62M -$76K -149 -3%
BWA
4403
BlueChip Wealth Advisors
Georgia
$2.62M +$62.7K +123 +2%
PWM
4404
Pinnacle Wealth Management
California
$2.62M -$389K -762 -13%
RW
4405
RVW Wealth
California
$2.62M -$90.3K -177 -3%
PHK
4406
Point72 Hong Kong
Hong Kong
$2.61M +$2.57M +5,045 New
VIPI
4407
Vista Investment Partners II
Indiana
$2.61M +$16.8K +33 +0.7%
VC
4408
Veery Capital
Delaware
$2.61M +$1.02K +2 +0%
4WM
4409
4J Wealth Management
Virginia
$2.6M -$15.3K -30 -0.6%
NA
4410
Nautilus Advisors
California
$2.6M +$3.06K +6 +0.1%
II
4411
Impact Investors
California
$2.6M +$147K +288 +6%
TF
4412
Tandem Financial
Colorado
$2.6M +$105K +205 +4%
MFT
4413
Moisand Fitzgerald Tamayo
Florida
$2.6M +$510 +1 +0%
PWM
4414
Partners Wealth Management
California
$2.59M -$290K -569 -10%
CWA
4415
CJM Wealth Advisers
Virginia
$2.59M +$7.65K +15 +0.3%
OIM
4416
Opus Investment Management
Massachusetts
$2.59M
PCMN
4417
Paradigm Capital Management (Nevada)
Nevada
$2.59M -$359K -704 -12%
PSF
4418
Pacific Sun Financial
California
$2.59M +$9.18K +18 +0.4%
WWA
4419
Wisconsin Wealth Advisors
Wisconsin
$2.59M -$10.7K -21 -0.4%
SFC
4420
Strategic Financial Concepts
Texas
$2.58M -$190K -372 -7%
MWM
4421
Mindset Wealth Management
Indiana
$2.57M +$128K +250 +5%
CG
4422
Curat Global
New Hampshire
$2.57M
AW
4423
Avion Wealth
Texas
$2.57M -$5.61K -11 -0.2%
LPFG
4424
Landing Point Financial Group
Ohio
$2.57M +$421K +826 +20%
MAWCM
4425
Mine & Arao Wealth Creation & Management
California
$2.57M -$46.9K -92 -2%

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.