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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
LAM
4601
Lakewood Asset Management
Illinois
$2.18M -$28.6K -56 -1%
YIM
4602
Yoffe Investment Management
Pennsylvania
$2.18M
VR
4603
Valued Retirements
Texas
$2.17M
HTWM
4604
Hartmann Taylor Wealth Management
Texas
$2.17M +$42.9K +84 +2%
CFS
4605
Coordinated Financial Services
Colorado
$2.17M +$8.67K +17 +0.4%
TFM
4606
Trademark Financial Management
Minnesota
$2.17M -$97.4K -191 -4%
AFA
4607
American Financial Advisors
Georgia
$2.17M -$20.9K -41 -1%
GWA
4608
Geometric Wealth Advisors
District of Columbia
$2.17M -$275K -539 -11%
IWA
4609
IVC Wealth Advisors
Pennsylvania
$2.17M +$94.4K +185 +5%
SWMG
4610
Sard Wealth Management Group
Georgia
$2.17M +$245K +481 +13%
WWM
4611
Wiser Wealth Management
Georgia
$2.16M +$315K +618 +17%
BIA
4612
Baer Investment Advisory
California
$2.16M +$123K +242 +6%
RFN
4613
Redwood Financial Network
Ohio
$2.16M +$56.1K +110 +3%
CL
4614
COWA LLC
Oklahoma
$2.16M +$6.12K +12 +0.3%
GSF
4615
Grove Street Fiduciary
New Hampshire
$2.16M
WOSD
4616
WFA of San Diego
California
$2.16M -$1.02K -2 -0%
GJIA
4617
Glass Jacobson Investment Advisors
Maryland
$2.15M -$8.16K -16 -0.4%
ACM
4618
Absolute Capital Management
Pennsylvania
$2.15M +$68.9K +135 +3%
PPWM
4619
PFG Private Wealth Management
Florida
$2.15M -$188K -368 -8%
IWS
4620
Integrity Wealth Solutions
Colorado
$2.15M -$65.3K -128 -3%
CS
4621
Capital Square
Tennessee
$2.15M -$46.9K -92 -2%
HP
4622
Haven Private
Florida
$2.15M -$1.76M -3,441 -45%
GIM
4623
Groesbeck Investment Management
New Jersey
$2.13M -$663K -1,300 -24%
POIA
4624
Pin Oak Investment Advisors
Texas
$2.13M +$55.6K +109 +3%
RCM
4625
RMR Capital Management
California
$2.13M

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.