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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
MA
4976
MAS Advisors
Florida
$1.39M +$2.55K +5 +0.2%
OFS
4977
Oldfather Financial Services
Nebraska
$1.39M +$54.1K +106 +4%
RTC
4978
Real Talk Capital
Tennessee
$1.39M +$197K +386 +17%
PWM
4979
Penobscot Wealth Management
Maine
$1.39M -$79.1K -155 -5%
Group One Trading
4980
Group One Trading
Illinois
$1.38M +$1.36M +2,667 New
OAM
4981
Oberweis Asset Management
Illinois
$1.38M -$10.2K -20 -0.7%
RC
4982
Rexford Capital
Texas
$1.38M +$55.6K +109 +4%
PJWM
4983
Philip James Wealth Mangement
Georgia
$1.38M +$56.1K +110 +4%
CCA
4984
Conservest Capital Advisors
Pennsylvania
$1.38M +$9.69K +19 +0.7%
RIM
4985
Reliant Investment Management
Tennessee
$1.38M -$4.59K -9 -0.3%
MPW
4986
MGO Private Wealth
California
$1.37M -$9.69K -19 -0.7%
ODA
4987
One Degree Advisors
California
$1.37M -$288K -564 -18%
LAS
4988
Lloyd Advisory Services
Georgia
$1.37M +$90.3K +177 +7%
AWA
4989
Alaska Wealth Advisors
Alaska
$1.37M -$170K -333 -11%
AWM
4990
Avaii Wealth Management
Wisconsin
$1.37M +$97.9K +192 +8%
FWM
4991
FFT Wealth Management
Pennsylvania
$1.37M -$18.9K -37 -1%
PIC
4992
Portland Investment Counsel
Ontario, Canada
$1.37M
RS
4993
R Squared
Hong Kong
$1.36M +$1.34M +2,635 New
SF
4994
Seros Financial
Arizona
$1.36M -$65.8K -129 -5%
MWM
4995
Melfa Wealth Management
Massachusetts
$1.36M -$24.5K -48 -2%
RWS
4996
Retirement Wealth Solutions
Wisconsin
$1.36M +$1.02K +2 +0.1%
TWA
4997
Tandem Wealth Advisors
Arizona
$1.36M -$168K -330 -11%
BWA
4998
Boulder Wealth Advisors
Colorado
$1.36M +$1.34M +2,624 New
SP
4999
SWS Partners
Ohio
$1.36M -$253K -496 -16%
TB
5000
Terril Brothers
Missouri
$1.36M

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.