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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
TC
5076
TAGStone Capital
North Carolina
$1.22M +$1.53K +3 +0.1%
DC
5077
Dahring Cusmano
Michigan
$1.22M -$7.14K -14 -0.6%
RFO
5078
RiverGlades Family Offices
Florida
$1.21M
CFO
5079
Custos Family Office
Texas
$1.21M +$108K +212 +10%
NFA
5080
Northwest Financial Advisors
Virginia
$1.21M -$2.55K -5 -0.2%
HFF
5081
Halter Ferguson Financial
Indiana
$1.21M -$166K -326 -12%
PFA
5082
Presper Financial Architects
Ohio
$1.21M +$37.2K +73 +3%
MWP
5083
Meredith Wealth Planning
Illinois
$1.21M -$38.3K -75 -3%
FA
5084
Fortis Advisors
Pennsylvania
$1.21M -$47.4K -93 -4%
PA
5085
Persium Advisors
Georgia
$1.21M +$4.08K +8 +0.3%
MC
5086
McMorgan & Co
California
$1.21M +$8.16K +16 +0.7%
NWMP
5087
Noble Wealth Management PBC
Colorado
$1.21M +$1.19M +2,327 New
PIM
5088
Profit Investment Management
Maryland
$1.21M -$801K -1,571 -40%
TLFA
5089
True Link Financial Advisors
California
$1.2M -$15.3K -30 -1%
TWA
5090
Trellis Wealth Advisors
California
$1.2M
BP
5091
BWM Planning
Texas
$1.2M +$113K +221 +11%
MPCG
5092
Matrix Private Capital Group
New York
$1.2M +$5.61K +11 +0.5%
CFS
5093
Cannon Financial Strategists
Georgia
$1.2M +$48K +94 +4%
MWM
5094
McMill Wealth Management
Nebraska
$1.19M
DWMS
5095
Dominguez Wealth Management Solutions
Virginia
$1.19M +$24.5K +48 +2%
SG
5096
Stanich Group
New York
$1.19M +$2.04K +4 +0.2%
AC
5097
AXQ Capital
New Jersey
$1.19M +$1.17M +2,296 New
KNFPWM
5098
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.18M -$101K -198 -8%
KCM
5099
Kendall Capital Management
Maryland
$1.18M +$13.3K +26 +1%
RRWA
5100
Rainey & Randall Wealth Advisors
Florida
$1.18M +$16.8K +33 +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.