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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
AZ
4651
Alpha Zero
Florida
$2.07M -$21.4K -42 -1%
WBWA
4652
William B. Walkup & Associates
South Carolina
$2.07M
FWSM
4653
First Wilshire Securities Management
California
$2.07M
SI
4654
Severin Investments
Missouri
$2.07M +$644K +1,263 +46%
DWM
4655
Defined Wealth Management
Oregon
$2.07M +$34.2K +67 +2%
DPW
4656
DiNuzzo Private Wealth
Pennsylvania
$2.07M +$2.55K +5 +0.1%
PWM
4657
PMG Wealth Management
Illinois
$2.06M
WWM
4658
WJ Wealth Management
Arizona
$2.06M -$2.09M -4,097 -51%
HB
4659
Horizon Bancorp
Indiana
$2.06M +$333K +653 +20%
SPI
4660
Santori & Peters Inc
Pennsylvania
$2.05M
MCIA
4661
Mountain Capital Investment Advisors
Colorado
$2.05M +$63.3K +124 +3%
SCP
4662
Stevens Capital Partners
Nebraska
$2.05M +$226K +443 +13%
TCB
4663
Texas Capital Bancshares
Texas
$2.05M -$870K -1,706 -30%
WMN
4664
Wealth Management Nebraska
Nebraska
$2.05M +$7.14K +14 +0.4%
TW
4665
Towerpoint Wealth
California
$2.05M -$17.9K -35 -0.9%
BGA
4666
Battery Global Advisors
Massachusetts
$2.04M +$1.02K +2 +0.1%
VH
4667
Visionary Horizons
Tennessee
$2.03M +$45.4K +89 +2%
PS
4668
Portfolio Strategies
New York
$2.03M -$67.8K -133 -3%
AWP
4669
Astra Wealth Partners
New Jersey
$2.03M +$93.4K +183 +5%
CRFG
4670
Columbia River Financial Group
Washington
$2.03M
C1AG
4671
Client 1st Advisory Group
Florida
$2.03M +$249K +489 +14%
CCMI
4672
Creative Capital Management Investments
California
$2.02M -$3.57K -7 -0.2%
OAJ
4673
Ogorek Anthony Joseph
New York
$2.02M -$68.4K -134 -3%
PWMG
4674
Private Wealth Management Group
New Jersey
$2.02M +$6.12K +12 +0.3%
SEM
4675
Strategic Equity Management
Arizona
$2.02M -$90.3K -177 -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.