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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
TWM
4826
Trinity Wealth Management
Pennsylvania
$1.67M +$67.3K +132 +4%
MSWA
4827
Marshall & Sterling Wealth Advisors
New York
$1.67M -$71.4K -140 -4%
SSWG
4828
Seven Springs Wealth Group
Tennessee
$1.67M
SPP
4829
Single Point Partners
Massachusetts
$1.66M -$203K -398 -11%
FCC
4830
Flower City Capital
New York
$1.66M +$145K +284 +10%
GWSA
4831
Global Wealth Strategies & Associates
Colorado
$1.66M +$205K +401 +14%
CG
4832
Castellan Group
Kentucky
$1.66M
GF
4833
Gimbal Financial
Indiana
$1.66M +$122K +239 +8%
HCP
4834
Hardin Capital Partners
South Carolina
$1.66M +$72.9K +143 +5%
KWM
4835
Koa Wealth Management
California
$1.65M -$10.7K -21 -0.7%
WN
4836
Williams & Novak
California
$1.65M +$320K +628 +25%
SFC
4837
Sprinkle Financial Consultants
Colorado
$1.65M -$4.08K -8 -0.3%
RFA
4838
Reyes Financial Architecture
California
$1.64M -$85.7K -168 -5%
BPW
4839
BLVD Private Wealth
Kentucky
$1.64M +$9.69K +19 +0.6%
ODFS
4840
O'Donnell Financial Services
California
$1.64M +$162K +317 +11%
AWA
4841
Arbor Wealth Advisors
Michigan
$1.64M
CAM
4842
CPA Asset Management
Florida
$1.63M +$3.06K +6 +0.2%
MFS
4843
Miller Financial Services
Michigan
$1.63M -$16.8K -33 -1%
BMC
4844
Bear Mountain Capital
Washington
$1.63M -$2.04K -4 -0.1%
SWP
4845
ShoreHaven Wealth Partners
New Jersey
$1.63M +$355K +695 +28%
MWM
4846
MBE Wealth Management
Wisconsin
$1.63M +$17.3K +34 +1%
UWM
4847
USAdvisors Wealth Management
Minnesota
$1.63M +$23K +45 +1%
WCP
4848
Welch Capital Partners
New York
$1.63M
MFC
4849
Morris Financial Concepts
South Carolina
$1.62M -$510 -1 -0%
CCA
4850
Coign Capital Advisors
Utah
$1.62M -$245K -481 -13%

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.