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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
CTC
4451
Corundum Trust Company
South Dakota
$2.5M -$57.1K -112 -2%
OWM
4452
OneAscent Wealth Management
Alabama
$2.5M +$599K +1,174 +32%
CAG
4453
Curtis Advisory Group
California
$2.5M +$297K +582 +14%
PWA
4454
Portus Wealth Advisors
North Carolina
$2.5M +$2.46M +4,822 New
HWMC
4455
Heritage Wealth Management (California)
California
$2.5M +$14.3K +28 +0.6%
WCM
4456
Warburton Capital Management
Oklahoma
$2.5M +$55.1K +108 +2%
CMA
4457
Cedar Mountain Advisors
Oregon
$2.49M +$150K +295 +7%
TF
4458
Tudor Financial
Ohio
$2.49M -$85.7K -168 -3%
WCBA
4459
Weaver C. Barksdale & Associates
Tennessee
$2.49M -$157K -308 -6%
PCFFS
4460
Pacific Center for Financial Services
California
$2.49M -$29.6K -58 -1%
APM
4461
Advanced Portfolio Management
New York
$2.49M +$2.55K +5 +0.1%
CCP
4462
Cassia Capital Partners
North Carolina
$2.49M +$143K +280 +6%
PGF
4463
Plan Group Financial
Oklahoma
$2.48M +$266K +522 +12%
CWM
4464
Comprehensive Wealth Management
Washington
$2.48M +$65.8K +129 +3%
OBWP
4465
O'Brien Wealth Partners
Massachusetts
$2.48M +$1.49M +2,915 +156%
API
4466
Asset Planning Inc
California
$2.47M +$1.53K +3 +0.1%
CW
4467
Code Waechter
Florida
$2.47M +$105K +205 +4%
EA
4468
Echo45 Advisors
California
$2.47M -$12.8K -25 -0.5%
XWM
4469
Xcel Wealth Management
Florida
$2.47M +$19.9K +39 +0.8%
MCM
4470
M1 Capital Management
Michigan
$2.47M +$254K +498 +12%
IFO
4471
Independent Family Office
New York
$2.47M
HGA
4472
Hobbs Group Advisors
South Carolina
$2.47M -$14.8K -29 -0.6%
KCM
4473
KRS Capital Management
Michigan
$2.47M +$1.02K +2 +0%
VPP
4474
Vertex Planning Partners
Illinois
$2.47M +$120K +235 +5%
MWM
4475
Maripau Wealth Management
Indiana
$2.46M -$485K -951 -17%

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.