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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
SA
5026
Stewardship Advisors
Pennsylvania
$1.31M +$40.8K +80 +3%
IC
5027
Inkwell Capital
Florida
$1.31M -$3.57K -7 -0.3%
WMS
5028
Wealth Management Strategies
Pennsylvania
$1.31M +$1.29M +2,521 New
AIA
5029
Alternative Investment Advisors
Florida
$1.31M +$111K +217 +9%
BCM
5030
Basso Capital Management
Connecticut
$1.3M +$550K +1,078 +75%
MIAS
5031
Mason Investment Advisory Services
Virginia
$1.3M +$217K +425 +20%
SG
5032
Sharper & Granite
California
$1.3M +$197K +387 +18%
NSG
5033
Nalls Sherbakoff Group
Tennessee
$1.3M -$51K -100 -4%
PWM
5034
Provident Wealth Management
Tennessee
$1.3M +$23K +45 +2%
FFP
5035
Freedom Financial Partners
Minnesota
$1.3M +$1.53K +3 +0.1%
SCA
5036
Stuart Chaussee & Associates
California
$1.3M
LAM
5037
LECAP Asset Management
United Kingdom
$1.3M +$815K +1,598 +177%
CI
5038
Corient IA
Florida
$1.29M -$510K -1,000 -29%
NA
5039
Note Advisors
New York
$1.29M +$376K +737 +42%
IWP
5040
Insight Wealth Partners
Texas
$1.29M +$17.3K +34 +1%
VFG
5041
V2 Financial group
Illinois
$1.28M +$3.57K +7 +0.3%
BWIA
5042
Bryant Woods Investment Advisors
New York
$1.28M +$148K +291 +13%
KV
5043
Kickstand Ventures
New York
$1.28M
FFS
5044
Fortress Financial Solutions
Arizona
$1.28M +$60.2K +118 +5%
CB
5045
Chris Bulman
California
$1.27M -$242K -474 -16%
WFL
5046
Wealth Forward LLC
North Dakota
$1.27M +$29.6K +58 +2%
GOCP
5047
Great Oak Capital Partners
Massachusetts
$1.27M +$73.5K +144 +6%
MFF
5048
Michels Family Financial
Texas
$1.27M -$23K -45 -2%
KWM
5049
Kassira Wealth Management
Tennessee
$1.27M +$1.25M +2,446 New
MKW
5050
Mullaney, Keating & Wright
Connecticut
$1.27M -$17.9K -35 -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.