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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
BAM
4426
Broyhill Asset Management
North Carolina
$2.57M -$17.9K -35 -0.7%
EFP
4427
Elser Financial Planning
Indiana
$2.56M +$60.2K +118 +2%
WAOI
4428
Wealth Advisors of Iowa
Iowa
$2.55M +$112K +219 +5%
FFC
4429
Frederick Financial Consultants
Maryland
$2.55M +$62.2K +122 +3%
AP
4430
Atwood & Palmer
Missouri
$2.55M -$100K -197 -4%
LRWM
4431
Lord & Richards Wealth Management
Colorado
$2.55M +$56.1K +110 +2%
PBF
4432
Petix & Botte Financial
California
$2.54M +$51K +100 +2%
SW
4433
SMART Wealth
Nebraska
$2.54M +$506K +991 +25%
OWM
4434
Orgel Wealth Management
Wisconsin
$2.54M -$3.06K -6 -0.1%
SWM
4435
SK Wealth Management
Rhode Island
$2.54M -$4.59K -9 -0.2%
GFP
4436
Guardian Financial Partners
California
$2.54M +$574K +1,126 +30%
TF
4437
TLWM Financial
Texas
$2.53M -$586K -1,148 -19%
AW
4438
Apricus Wealth
South Carolina
$2.53M +$85.7K +168 +4%
DWM
4439
Dogwood Wealth Management
Kansas
$2.53M -$418K -819 -14%
WAM
4440
Worth Asset Management
Texas
$2.52M -$1.18M -2,313 -32%
PWC
4441
PYA Waltman Capital
Tennessee
$2.52M +$26K +51 +1%
RBC
4442
Roble Belko & Company
Pennsylvania
$2.52M +$35.2K +69 +1%
WCP
4443
Wealthcare Capital Partners
Pennsylvania
$2.52M +$1.53K +3 +0.1%
CCP
4444
Cunning Capital Partners
North Carolina
$2.52M
IG
4445
IFS Group
Pennsylvania
$2.52M +$2.47M +4,844 New
CQWA
4446
Chokshi & Queen Wealth Advisors
California
$2.52M +$30.1K +59 +1%
BWG
4447
Beta Wealth Group
California
$2.51M -$2.9M -5,682 -54%
FIBT
4448
First International Bank & Trust
North Dakota
$2.51M -$127K -249 -5%
LI
4449
LVZ Inc
Michigan
$2.5M +$123K +241 +5%
SOAG
4450
Silver Oak Advisory Group
Oregon
$2.5M -$60.2K -118 -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.