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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
FWA
4676
Flagship Wealth Advisors
Massachusetts
$2.01M -$116K -227 -6%
BW
4677
Basepoint Wealth
Iowa
$2.01M +$63.3K +124 +3%
NRW
4678
Nova R Wealth
Kansas
$2M +$136K +266 +7%
WCM
4679
Winebrenner Capital Management
Kentucky
$2M -$5.1K -10 -0.3%
CWMP
4680
Clarion Wealth Managment Partners
Virginia
$2M +$1.53K +3 +0.1%
SA
4681
SPG Advisors
Washington
$2M +$3.06K +6 +0.2%
NFG
4682
Norris Financial Group
South Carolina
$2M +$5.61K +11 +0.3%
WCP
4683
Wick Capital Partners
Pennsylvania
$1.99M +$783K +1,535 +67%
DTL
4684
Dynamic Technology Lab
Singapore
$1.99M +$1.96M +3,834 New
CWD
4685
Clarity Wealth Development
Oregon
$1.99M -$87.7K -172 -4%
DPI
4686
Diversified Portfolios Inc
Michigan
$1.99M +$83.7K +164 +4%
GWM
4687
Greenhouse Wealth Management
Connecticut
$1.98M +$2.55K +5 +0.1%
VAM
4688
Vienna Asset Management
California
$1.98M -$545K -1,068 -22%
JCFM
4689
JBR Co Financial Management
Oklahoma
$1.98M -$1.53K -3 -0.1%
GSWA
4690
Good Steward Wealth Advisors
Tennessee
$1.98M +$52.5K +103 +3%
BWM
4691
Blossom Wealth Management
California
$1.98M -$60.2K -118 -3%
IFS
4692
Intelligent Financial Strategies
Minnesota
$1.97M -$553K -1,085 -22%
AWA
4693
Archvest Wealth Advisors
California
$1.97M -$316K -620 -14%
FNWA
4694
Financial Network Wealth Advisors
Utah
$1.97M +$5.1K +10 +0.3%
DWA
4695
Dougherty Wealth Advisers
Minnesota
$1.96M +$294K +577 +18%
NIA
4696
NBZ Investment Advisors
Tennessee
$1.96M +$466K +913 +32%
AWM
4697
Austin Wealth Management
Texas
$1.96M -$44.9K -88 -2%
SCM
4698
Saxony Capital Management
Missouri
$1.96M +$59.7K +117 +3%
ICMM
4699
Integrated Capital Management (Michigan)
Michigan
$1.96M +$9.69K +19 +0.5%
RA
4700
Rodgers & Associates
Pennsylvania
$1.96M -$74K -145 -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.