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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
FPW
4901
Flywheel Private Wealth
California
$1.54M -$51K -100 -3%
FGG
4902
Financial Guidance Group
Florida
$1.53M
FWWM
4903
Fiscal Wisdom Wealth Management
Connecticut
$1.53M +$1.5M +2,939 New
BWP
4904
BlueStem Wealth Partners
Minnesota
$1.53M +$335K +657 +29%
CIAM
4905
Caitong International Asset Management
Hong Kong
$1.52M -$2.32M -4,551 -61%
VWM
4906
Verus Wealth Management
Wisconsin
$1.52M +$13.3K +26 +0.9%
PF
4907
Parker Financial
Washington
$1.52M -$169K -331 -10%
CCP
4908
Cushing Capital Partners
Wisconsin
$1.52M -$14.3K -28 -0.9%
SC
4909
Soundwatch Capital
Connecticut
$1.52M -$4.69M -9,191 -76%
PD
4910
Planning Directions
Pennsylvania
$1.52M +$38.3K +75 +3%
GCM
4911
Gallacher Capital Management
Colorado
$1.52M +$217K +425 +17%
BI
4912
Beckerman Institutional
New Jersey
$1.52M +$506K +992 +51%
CIG
4913
Cairn Investment Group
Washington
$1.51M -$12.8K -25 -0.8%
BSTWA
4914
Blake Schutter Theil Wealth Advisors
Ohio
$1.51M -$52K -102 -3%
ACM
4915
Arlington Capital Management
Illinois
$1.51M +$46.9K +92 +3%
HHRDM
4916
H&H Retirement Design & Management
Nevada
$1.51M +$15.3K +30 +1%
SCB
4917
Saudi Central Bank
Saudi Arabia
$1.51M +$4.59K +9 +0.3%
HA
4918
Heartland Advisors
Wisconsin
$1.51M +$1.48M +2,910 New
OC
4919
Optima Capital
Oregon
$1.51M +$36.2K +71 +3%
SWM
4920
Seaside Wealth Management
California
$1.5M +$18.9K +37 +1%
JPLA
4921
Joseph P. Lucia & Associates
New York
$1.5M +$66.8K +131 +5%
JRCM
4922
Jones Road Capital Management
New York
$1.5M -$102K -200 -6%
BIA
4923
BHK Investment Advisors
Alabama
$1.5M
SHFP
4924
Second Half Financial Partners
Florida
$1.5M -$30.1K -59 -2%
CCM
4925
Colorado Capital Management
Colorado
$1.5M +$24K +47 +2%

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.