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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
4701
FSC Wealth Advisors
New York
$1.95M -$10.7K -21 -0.6%
CWMG
4702
Compass Wealth Management (Georgia)
Georgia
$1.95M -$1.53K -3 -0.1%
SA
4703
Sage Advisors
Colorado
$1.95M -$48.5K -95 -2%
EAM
4704
Everstar Asset Management
North Carolina
$1.94M +$485K +951 +34%
TIAM2
4705
Tru Independence Asset Management 2
Oregon
$1.94M -$10.2K -20 -0.5%
VIM
4706
Vista Investment Management
Pennsylvania
$1.94M -$43.4K -85 -2%
SPA
4707
Sentinel Pension Advisors
Massachusetts
$1.94M -$3.66M -7,183 -66%
TF
4708
Tenon Financial
New Jersey
$1.93M
NEAM
4709
New England Asset Management
Connecticut
$1.93M -$426K -835 -18%
SWAG
4710
Spectrum Wealth Advisory Group
California
$1.92M -$37.2K -73 -2%
YCG
4711
Yeomans Consulting Group
Georgia
$1.92M -$25.5K -50 -1%
SCM
4712
Seascape Capital Management
New Hampshire
$1.92M +$147K +289 +8%
AFA
4713
Avant Financial Advisors
Texas
$1.92M +$510 +1 +0%
MI
4714
Motiv8 Investments
Florida
$1.91M +$224K +439 +13%
SFM
4715
Systematic Financial Management
New Jersey
$1.91M
WA
4716
WESPAC Advisors
California
$1.91M +$282K +552 +18%
DFG
4717
Demars Financial Group
Washington
$1.91M +$231K +452 +14%
HWM
4718
HighMark Wealth Management
Minnesota
$1.9M -$22.4K -44 -1%
AA
4719
ACT Advisors
North Carolina
$1.9M +$55.1K +108 +3%
RSWA
4720
Robinson Smith Wealth Advisors
Maine
$1.9M -$71.9K -141 -4%
PP
4721
Pingora Partners
Wyoming
$1.9M
CKAIS
4722
Christensen King & Associates Investment Services
Washington
$1.9M +$349K +685 +23%
NFW
4723
Noble Family Wealth
Florida
$1.89M +$561K +1,100 +43%
GCL
4724
Gouws Capital LLC
North Carolina
$1.88M +$103K +201 +6%
KLI
4725
Kelman-Lazarov Inc
Tennessee
$1.88M +$125K +245 +7%

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.