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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
KL
4851
KilterHowling LLC
Colorado
$1.62M +$55.1K +108 +4%
WFS
4852
WealthGarden F.S.
California
$1.62M +$510 +1 +0%
O3W
4853
Omni 360 Wealth
New Jersey
$1.62M -$90.3K -177 -5%
F4L
4854
Fortune 45 LLC
Louisiana
$1.62M +$2.04K +4 +0.1%
LFS
4855
Lutz Financial Services
Nebraska
$1.62M -$23K -45 -1%
WAN
4856
Wealth Advisors Northwest
Oregon
$1.61M +$24K +47 +2%
HIS
4857
Harvest Investment Services
Illinois
$1.61M -$51K -100 -3%
TR
4858
Tepp RIA
New Jersey
$1.6M +$891K +1,747 +129%
EWM
4859
Echo Wealth Management
Minnesota
$1.6M -$25.5K -50 -2%
PSA
4860
Plum Street Advisors
Louisiana
$1.6M -$101K -198 -6%
MI
4861
Moneywise Inc
Virginia
$1.6M -$65.8K -129 -4%
MWM
4862
Magnolia Wealth Management
Alabama
$1.6M -$18.9K -37 -1%
IPW
4863
Intergy Private Wealth
Colorado
$1.6M +$32.1K +63 +2%
TPBG
4864
Turning Point Benefit Group
Maryland
$1.59M +$191K +375 +14%
2L
4865
25 LLC
Missouri
$1.59M +$78K +153 +5%
KWA
4866
Kondo Wealth Advisors
California
$1.59M +$136K +267 +10%
FH
4867
Financial Harvest
Florida
$1.59M +$64.8K +127 +4%
FEG
4868
Financial Enhancement Group
Indiana
$1.58M +$33.7K +66 +2%
OPOWM
4869
One Plus One Wealth Management
Florida
$1.58M -$96.4K -189 -6%
CSI
4870
Clark & Stuart Inc
Maine
$1.58M
GSC
4871
Ground Swell Capital
South Carolina
$1.58M +$1.56M +3,051 New
EWA
4872
Emergent Wealth Advisors
New York
$1.58M +$325K +638 +26%
SIC
4873
Schwartz Investment Counsel
Michigan
$1.58M
BF
4874
Bonfire Financial
Colorado
$1.57M +$155K +304 +11%
LGW
4875
Leslie Global Wealth
Illinois
$1.57M +$165K +323 +12%

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.