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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
BW
4576
BXM Wealth
Colorado
$2.22M +$414K +812 +23%
WA
4577
Whipplewood Advisors
Colorado
$2.21M -$2.11M -4,141 -49%
IIM
4578
Illumine Investment Management
Washington
$2.21M
MAG
4579
Mayfair Advisory Group
Alabama
$2.21M +$36.2K +71 +2%
EW
4580
Element Wealth
Mississippi
$2.21M +$12.8K +25 +0.6%
PCI
4581
Planning Center Inc
Illinois
$2.21M +$1.02K +2 +0%
GP
4582
Gridiron Partners
Pennsylvania
$2.21M
SWM
4583
SFG Wealth Management
Maryland
$2.21M -$279K -547 -11%
PCA
4584
Private Capital Advisors
Connecticut
$2.21M
AFM
4585
Armstrong Fleming & Moore
District of Columbia
$2.2M -$83.2K -163 -4%
CP
4586
Castleview Partners
Texas
$2.2M +$12.2K +24 +0.6%
CPL
4587
CAP Partners LLC
Tennessee
$2.2M +$16.3K +32 +0.8%
CWM
4588
Cedar Wealth Management
California
$2.2M -$6.63K -13 -0.3%
EA
4589
Eclectic Associates
California
$2.2M -$145K -285 -6%
SWM
4590
Seed Wealth Management
Illinois
$2.2M -$1.1M -2,164 -34%
SO
4591
Sierra Ocean
California
$2.19M -$84.2K -165 -4%
VPF
4592
Vantage Point Financial
Illinois
$2.19M +$133K +260 +7%
1IA
4593
1620 Investment Advisors
Massachusetts
$2.19M -$32.1K -63 -1%
SRL
4594
Scientech Research LLC
New Jersey
$2.19M -$1.15M -2,263 -35%
TC
4595
Tacita Capital
Ontario, Canada
$2.19M +$11.2K +22 +0.5%
CIR
4596
Clear Investment Research
Georgia
$2.19M -$8.16K -16 -0.4%
GL
4597
Gerber LLC
Ohio
$2.19M -$1.49M -2,920 -41%
JA
4598
JVL Associates
Michigan
$2.18M +$40.3K +79 +2%
CSIA
4599
Conrad Siegel Investment Advisors
Pennsylvania
$2.18M +$22.4K +44 +1%
CMBA
4600
C.M. Bidwell & Associates
Hawaii
$2.18M +$86.7K +170 +4%

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.