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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
RB
5101
Richmond Brothers
Michigan
$1.18M -$131K -257 -10%
WFA
5102
Websterrogers Financial Advisors
South Carolina
$1.18M
QL
5103
Quarry LP
New York
$1.18M +$165K +324 +17%
IWP
5104
IAG Wealth Partners
Wisconsin
$1.18M +$62.7K +123 +6%
FWM
5105
ForthRight Wealth Management
Georgia
$1.18M +$67.8K +133 +6%
JWS
5106
Juncture Wealth Strategies
Arizona
$1.17M -$30.6K -60 -3%
DC
5107
Darrow Company
Massachusetts
$1.17M +$75.5K +148 +7%
LFA
5108
Lauterbach Financial Advisors
Texas
$1.17M -$35.7K -70 -3%
AL
5109
Arnhold LLC
New York
$1.17M
WAG
5110
Wheelhouse Advisory Group
Missouri
$1.17M -$9.69K -19 -0.8%
BWM
5111
Brickley Wealth Management
California
$1.16M +$91.3K +179 +9%
IMC
5112
Investment Management Corporation
Virginia
$1.16M +$13.8K +27 +1%
ACM
5113
Andina Capital Management
Utah
$1.16M -$257K -504 -18%
HFS
5114
Horizon Financial Services
North Carolina
$1.16M +$944K +1,850 +477%
MIM
5115
Martin Investment Management
Florida
$1.16M +$102K +200 +10%
RWML
5116
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.16M -$111K -218 -9%
MF
5117
Magnetar Financial
Illinois
$1.16M +$109K +213 +11%
ATC
5118
Advantage Trust Company
Kansas
$1.15M -$102K -200 -8%
Q
5119
QVR
California
$1.15M -$84.7K -166 -7%
HWM
5120
HRC Wealth Management
Idaho
$1.15M +$1.02K +2 +0.1%
HWA
5121
HMV Wealth Advisors
Louisiana
$1.15M -$95.9K -188 -8%
WWA
5122
Wingate Wealth Advisors
Massachusetts
$1.15M +$160K +314 +16%
HCM
5123
Horrell Capital Management
Arkansas
$1.15M
MBFW
5124
Morton Brown Family Wealth
Pennsylvania
$1.14M -$146K -287 -11%
MCA
5125
Maryland Capital Advisors
Maryland
$1.14M +$468K +918 +72%

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.