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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
CA
4626
Crane Advisory
California
$2.13M +$10.7K +21 +0.5%
IIM
4627
Ironwood Investment Management
Massachusetts
$2.12M -$6.12K -12 -0.3%
IDA
4628
Intelligence Driven Advisers
California
$2.12M +$28.1K +55 +1%
SCM
4629
Stordahl Capital Management
Colorado
$2.12M -$442K -867 -17%
KFSC
4630
Keystone Financial Services (Colorado)
Colorado
$2.12M +$124K +244 +6%
YWM
4631
Yoder Wealth Management
California
$2.12M +$142K +278 +7%
SCM
4632
Spring Capital Management
Texas
$2.11M +$540K +1,059 +35%
PFC
4633
Phocas Financial Corp
California
$2.11M
NFP
4634
Narus Financial Partners
Utah
$2.11M +$180K +353 +9%
BCG
4635
BayBridge Capital Group
California
$2.11M -$542K -1,063 -21%
GU
4636
Georgetown University
District of Columbia
$2.11M +$3.06K +6 +0.1%
BWP
4637
Bernardo Wealth Planning
Pennsylvania
$2.1M +$71.4K +140 +4%
DF
4638
Define Financial
California
$2.1M +$644K +1,262 +45%
PIA
4639
Powell Investment Advisors
Florida
$2.1M
FWM
4640
FSA Wealth Management
Massachusetts
$2.1M -$230K -451 -10%
DQRIM
4641
Dale Q Rice Investment Management
Washington
$2.1M -$1.02K -2 -0%
NVIM
4642
New Vernon Investment Management
Illinois
$2.09M
R
4643
Rebalance
California
$2.09M +$13.3K +26 +0.6%
FSWA
4644
Financial Synergies Wealth Advisors
Texas
$2.09M +$28.6K +56 +1%
FFL
4645
Future Fund LLC
Illinois
$2.08M +$411K +805 +25%
FFA
4646
Frazier Financial Advisors
Ohio
$2.08M -$78K -153 -4%
AIC
4647
Argus Investors Counsel
New York
$2.08M -$585K -1,146 -22%
GPA
4648
Guidance Point Advisors
Massachusetts
$2.08M -$140K -274 -6%
HWMG
4649
Hurlow Wealth Management Group
Indiana
$2.08M -$10.1M -19,853 -83%
SFG
4650
Sterling Financial Group
California
$2.08M -$72.9K -143 -3%

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.