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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
RPA
4551
Rock Point Advisors
Vermont
$2.28M -$40.3K -79 -2%
CCA
4552
Cravens & Co Advisors
Tennessee
$2.28M -$4.59K -9 -0.2%
IAA
4553
Ironsides Asset Advisors
North Carolina
$2.27M +$40.8K +80 +2%
BIA
4554
Bell Investment Advisors
California
$2.27M -$80.6K -158 -3%
RTL
4555
Red Tortoise LLC
Georgia
$2.27M +$55.1K +108 +3%
NCM
4556
Next Capital Management
New York
$2.26M -$345K -677 -13%
RA
4557
Riverstone Advisors
Texas
$2.26M +$35.7K +70 +2%
MWP
4558
Momentum Wealth Planning
Florida
$2.26M +$1.98M +3,883 +814%
SIS
4559
Strategic Investment Solutions
Illinois
$2.26M -$88.8K -174 -4%
TCM
4560
Thoma Capital Management
Maryland
$2.25M -$109K -213 -5%
DWS
4561
Discipline Wealth Solutions
South Carolina
$2.25M +$356K +697 +19%
IA
4562
Invested Advisors
Pennsylvania
$2.25M +$2.7M +5,295 New
PCWA
4563
Pacific Capital Wealth Advisors
California
$2.24M -$95.4K -187 -4%
EWA
4564
EQ Wealth Advisors
Texas
$2.24M +$510 +1 +0%
VFP
4565
Verus Financial Partners
Virginia
$2.24M +$497K +974 +29%
BC
4566
Brio Consultants
California
$2.24M +$190K +372 +9%
CSF
4567
Capital Squared Financial
Maryland
$2.23M +$272K +533 +14%
CDWM
4568
Campbell Deegan Wealth Management
Virginia
$2.23M +$6.12K +12 +0.3%
KA
4569
Kearns & Associates
California
$2.23M +$2.55K +5 +0.1%
EFI
4570
EHP Funds Inc
Canada
$2.23M +$2.19M +4,301 New
KSWWM
4571
Keyes Stange & Wooten Wealth Management
Florida
$2.23M -$55.6K -109 -2%
MWM
4572
Momentous Wealth Management
Washington
$2.23M -$242K -474 -10%
SFP
4573
Strategic Financial Partners
Oregon
$2.22M -$86.7K -170 -4%
LCG
4574
Lakeshore Capital Group
Illinois
$2.22M +$76K +149 +4%
BDPWM
4575
Barnes Dennig Private Wealth Management
Ohio
$2.22M +$354K +693 +19%

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.