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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
SC
4926
Schubert & Co
Texas
$1.49M +$89.3K +175 +6%
CCM
4927
Chiron Capital Management
Florida
$1.49M -$55.1K -108 -4%
VPWA
4928
Vestia Personal Wealth Advisors
Indiana
$1.49M +$152K +298 +12%
AFWM
4929
Abich Financial Wealth Management
Virginia
$1.48M +$1.46M +2,867 New
SEA
4930
Stegent Equity Advisors
Texas
$1.48M -$67.8K -133 -4%
BA
4931
Ballew Advisors
Mississippi
$1.48M +$119K +233 +9%
AWM
4932
Able Wealth Management
New Jersey
$1.48M +$115K +225 +9%
SFP
4933
SwitchPoint Financial Planning
Utah
$1.48M +$45.9K +90 +3%
EFN
4934
Equita Financial Network
Pennsylvania
$1.48M -$19.9K -39 -1%
2WWM
4935
21 West Wealth Management
California
$1.47M -$46.4K -91 -3%
WF
4936
Warner Financial
Maryland
$1.47M
AAMC
4937
Asset Allocation & Management Company
Illinois
$1.47M +$352K +690 +32%
BA
4938
Brightwater Advisory
Florida
$1.47M -$4.08K -8 -0.3%
WA
4939
Waterford Advisors
New York
$1.46M +$789K +1,546 +122%
TFG
4940
Tilson Financial Group
New Jersey
$1.46M +$124K +243 +9%
FF
4941
Fortitude Financial
Washington
$1.45M -$3.8M -7,452 -21%
NF
4942
NavPoint Financial
Minnesota
$1.45M +$17.3K +34 +1%
PIA
4943
Pollock Investment Advisors
Michigan
$1.45M +$10.7K +21 +0.8%
MBI
4944
May Barnhard Investments
Maryland
$1.45M -$310K -607 -18%
BAM
4945
Bosun Asset Management
Illinois
$1.45M -$365K -715 -20%
CFG
4946
Copley Financial Group
California
$1.45M -$100K -197 -7%
JE
4947
JMAC Enterprises
Pennsylvania
$1.44M +$50.5K +99 +4%
DIA
4948
Dean Investment Associates
Ohio
$1.44M -$17.3K -34 -1%
EP
4949
Essential Partners
California
$1.44M +$507K +993 +56%
MLRA
4950
Main Line Retirement Advisors
Montana
$1.44M +$1.02K +2 +0.1%

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.