We are live on ! Find out more
MSFT icon

Microsoft

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
PFG
4526
Prospect Financial Group
Virginia
$2.34M -$5.1K -10 -0.2%
EPA
4527
Element Pointe Advisors
Florida
$2.34M +$84.7K +166 +4%
UIM
4528
Unified Investment Management
Georgia
$2.33M -$15.3K -30 -0.7%
CWA
4529
Clearview Wealth Advisors
Oregon
$2.33M -$44.4K -87 -2%
NFTC
4530
North Forty Two & Co
Oregon
$2.33M -$102K -200 -4%
OC
4531
Optimas Capital
Hong Kong
$2.33M +$2.3M +4,500 New
BCM
4532
BluePath Capital Management
Georgia
$2.33M +$269K +527 +13%
SCA
4533
Southern Capital Advisors
Tennessee
$2.33M -$20.4K -40 -0.9%
PWA
4534
Peterson Wealth Advisors
Utah
$2.32M +$20.9K +41 +0.9%
HAFG
4535
Hansen & Associates Financial Group
California
$2.31M -$6.12K -12 -0.3%
CMF
4536
Counterpoint Mutual Funds
California
$2.31M +$2.28M +4,460 New
PFS
4537
Prospect Financial Services
New York
$2.31M +$83.7K +164 +4%
MCC
4538
Malaga Cove Capital
California
$2.31M -$4.08K -8 -0.2%
WAG
4539
Wiser Advisor Group
Arizona
$2.31M +$86.7K +170 +4%
MAM
4540
Marotta Asset Management
Virginia
$2.31M +$2.55K +5 +0.1%
VAMG
4541
Voisard Asset Management Group
Michigan
$2.31M +$135K +264 +6%
RK
4542
Rather & Kittrell
Tennessee
$2.3M +$515K +1,009 +29%
WH
4543
Wallace Hart
Kentucky
$2.3M +$609K +1,193 +37%
KFS
4544
Kelly Financial Services
Massachusetts
$2.3M -$10.2K -20 -0.4%
PCM
4545
Payne Capital Management
New York
$2.29M +$194K +380 +9%
SWM
4546
SilverOak Wealth Management
Minnesota
$2.28M -$225K -442 -9%
CFIM
4547
Client First Investment Management
Wisconsin
$2.28M
SWM
4548
Shelton Wealth Management
Texas
$2.28M -$654K -1,282 -23%
IA
4549
Inspire Advisors
Idaho
$2.28M +$5.61K +11 +0.3%
PA
4550
Promethium Advisors
Maryland
$2.28M +$27.5K +54 +1%

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.