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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
LI
4476
Latash Investments
Alaska
$2.46M
AIP
4477
Alexis Investment Partners
Texas
$2.46M +$178K +349 +8%
4A
4478
4Wealth Advisors
Illinois
$2.46M +$175K +343 +8%
SDAM
4479
Shulman DeMeo Asset Management
New York
$2.45M -$6.63K -13 -0.3%
WCWM
4480
Willow Creek Wealth Management
California
$2.45M +$244K +478 +11%
LSA
4481
Lion Street Advisors
Texas
$2.45M -$272K -533 -7%
RWM
4482
Reston Wealth Management
Virginia
$2.44M +$25.5K +50 +1%
CPW
4483
Catalyst Private Wealth
California
$2.44M +$105K +206 +5%
TWM
4484
Tripletail Wealth Management
Florida
$2.44M +$1.53K +3 +0.1%
AF
4485
Abound Financial
California
$2.44M -$762K -1,493 -24%
CC
4486
Cypress Capital
Tennessee
$2.44M -$43.4K -85 -2%
EFL
4487
ERn Financial LLC
Wisconsin
$2.43M -$130K -254 -5%
WG
4488
Warner Group
Connecticut
$2.43M +$2.39M +4,690 New
PC
4489
Prairiewood Capital
North Dakota
$2.43M +$83.2K +163 +4%
LAM
4490
Lingohr Asset Management
Germany
$2.43M +$3.57K +7 +0.1%
EPW
4491
Endeavor Private Wealth
Kansas
$2.43M +$620K +1,216 +35%
PP
4492
Postrock Partners
Oregon
$2.43M
RTC
4493
Riverview Trust Company
Washington
$2.42M
BCM
4494
Brooktree Capital Management
Michigan
$2.42M -$131K -257 -5%
IWA
4495
Inspirion Wealth Advisors
Illinois
$2.42M +$241K +472 +9%
GFA
4496
Gallagher Fiduciary Advisors
Illinois
$2.42M -$636K -1,246 -21%
WWA
4497
Wealth Watch Advisors
Colorado
$2.41M -$675K -1,323 -22%
WF
4498
Womack Financial
Texas
$2.41M
HSG
4499
Helen Stephens Group
Texas
$2.41M +$40.8K +80 +2%
OWA
4500
ORBA Wealth Advisors
Illinois
$2.41M

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.