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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
SM
5001
Sensible Money
Arizona
$1.35M -$46.9K -92 -3%
BFWM
5002
Bright Futures Wealth Management
New York
$1.35M +$1.33M +2,608 New
IFA
5003
Independence Financial Advisors
New Hampshire
$1.35M -$79.6K -156 -6%
AWM
5004
Act Wealth Management
Texas
$1.34M -$71.9K -141 -5%
QWM
5005
Quaker Wealth Management
New Jersey
$1.34M +$510 +1 +0%
DO
5006
denkapparat Operations
Germany
$1.34M
CAP
5007
Columbia Advisory Partners
Washington
$1.34M -$230K -450 -15%
NBWM
5008
North Berkeley Wealth Management
California
$1.34M -$5.61K -11 -0.4%
PCM
5009
Presidio Capital Management
California
$1.34M -$18.4K -36 -1%
BCG
5010
Bravias Capital Group
New Jersey
$1.33M -$411K -805 -24%
WAM
5011
Winslow Asset Management
Ohio
$1.33M -$79.1K -155 -6%
DC
5012
Dorval Corp
Minnesota
$1.33M
DWM
5013
Dopkins Wealth Management
New York
$1.33M +$15.8K +31 +1%
PIFP
5014
Partners in Financial Planning
Virginia
$1.33M
TWM
5015
Tumwater Wealth Management
Idaho
$1.33M -$113K -222 -8%
FLFS
5016
Family Legacy Financial Solutions
North Carolina
$1.33M +$43.9K +86 +3%
GPW
5017
Gentry Private Wealth
Kansas
$1.33M +$1.02K +2 +0.1%
AA
5018
AJ Advisors
Tennessee
$1.32M -$334K -655 -20%
NMCM
5019
Nicholson Meyer Capital Management
Missouri
$1.32M -$31.6K -62 -2%
MSRI
5020
Michael S. Ryan Inc
New York
$1.32M -$157K -307 -11%
SWA
5021
Serenus Wealth Advisors
California
$1.32M
OCFG
5022
O'Connor Financial Group
Illinois
$1.32M +$25.5K +50 +2%
CCM
5023
Carmel Capital Management
California
$1.32M
W
5024
WorthPointe
California
$1.32M +$31.6K +62 +3%
WFA
5025
WJ Financial Advisors
Connecticut
$1.31M +$1.29M +2,538 New

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.