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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
OGF
5051
Orin Green Financial
California
$1.26M +$20.9K +41 +2%
TFO
5052
Timonier Family Office
North Carolina
$1.26M
HIGP
5053
Hill Investment Group Partners
Missouri
$1.26M +$1.02K +2 +0.1%
VMMC
5054
V.M. Manning & Co
South Carolina
$1.26M
TFA
5055
TPG Financial Advisors
Oregon
$1.25M -$31.6K -62 -2%
CWMA
5056
Capstone Wealth Management (Alabama)
Alabama
$1.25M +$14.3K +28 +1%
CWA
5057
Capital Wealth Alliance
Arizona
$1.24M +$268K +525 +28%
AWM
5058
AAF Wealth Management
Massachusetts
$1.24M -$10.7K -21 -0.9%
MFA
5059
Morling Financial Advisors
California
$1.24M -$235K -461 -16%
TWA
5060
Trace Wealth Advisors
California
$1.24M +$386K +756 +46%
AFIA
5061
America First Investment Advisors
Nebraska
$1.24M +$1.02K +2 +0.1%
LWM
5062
Lighthouse Wealth Management
Ohio
$1.24M +$25.5K +50 +2%
CFG
5063
CMC Financial Group
Georgia
$1.23M -$15.3K -30 -1%
FS
5064
Financial Symmetry
North Carolina
$1.23M +$68.9K +135 +6%
WFP
5065
Wrenne Financial Planning
Kentucky
$1.23M
CIAS
5066
CBIZ Investment Advisory Services
Ohio
$1.23M +$67.3K +132 +6%
BI
5067
Binnacle Investments
Iowa
$1.22M +$67.8K +133 +6%
SS
5068
Sound Stewardship
Kansas
$1.22M -$16.8K -33 -1%
TWG
5069
The Wealth Group
Minnesota
$1.22M +$36.7K +72 +3%
WA
5070
Wealthstar Advisors
Texas
$1.22M +$6.12K +12 +0.5%
CWM
5071
Copia Wealth Management
Oregon
$1.22M +$164K +321 +16%
AWA
5072
AmeriServ Wealth Advisors
Pennsylvania
$1.22M -$510 -1 -0%
DRP
5073
Decker Retirement Planning
Utah
$1.22M +$569K +1,115 +90%
WMWM
5074
Wilkins Miller Wealth Management
Alabama
$1.22M +$7.14K +14 +0.6%
CCMW
5075
Cypress Capital Management (Wyoming)
Wyoming
$1.22M -$32.6K -64 -3%

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.