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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
IPA
5126
Investment Planning Advisors
Georgia
$1.14M +$100K +196 +10%
TDC
5127
Thompson Davis & Co
Virginia
$1.14M +$50.5K +99 +5%
MSF
5128
Mustard Seed Financial
Arkansas
$1.14M -$1.53K -3 -0.1%
AI
5129
Auour Investments
Massachusetts
$1.14M
BH
5130
Burk Holdings
Oklahoma
$1.13M -$5.1K -10 -0.5%
KFP
5131
Kerr Financial Planning
California
$1.13M +$1.13M +2,216 New
APW
5132
Axim Planning & Wealth
Ohio
$1.13M -$123K -242 -10%
JWM
5133
JFG Wealth Management
Colorado
$1.13M +$520K +1,020 +88%
MF
5134
Manuka Financial
Virginia
$1.13M +$6.63K +13 +0.6%
LIWM
5135
Long Island Wealth Management
New York
$1.13M
SWM
5136
Shakespeare Wealth Management
Wisconsin
$1.13M -$4.59K -9 -0.4%
CWR
5137
Chico Wealth RIA
California
$1.12M -$19.9K -39 -2%
CPCP
5138
Cedar Point Capital Partners
Iowa
$1.12M -$9.18K -18 -0.8%
GFWA
5139
Grey Fox Wealth Advisors
Delaware
$1.12M +$74.5K +146 +7%
PFA
5140
Plotkin Financial Advisors
Maryland
$1.12M +$36.2K +71 +3%
SFC
5141
Summit Financial Consulting
Michigan
$1.12M -$510 -1 -0%
SHWM
5142
Smith & Howard Wealth Management
Georgia
$1.12M -$612K -1,199 -36%
LSL
5143
Legacy Solutions LLC
Pennsylvania
$1.12M +$4.59K +9 +0.4%
MPW
5144
MA Private Wealth
California
$1.11M +$26K +51 +2%
DFG
5145
Dupree Financial Group
Kentucky
$1.11M +$57.1K +112 +6%
RFG
5146
REAP Financial Group
Texas
$1.11M -$132K -258 -11%
EW
5147
Entruity Wealth
California
$1.1M
HPM
5148
Hudson Portfolio Management
New York
$1.1M -$2.55K -5 -0.2%
BWA
5149
BlueSky Wealth Advisors
North Carolina
$1.1M +$250K +490 +30%
CA
5150
Corrado Advisors
New Jersey
$1.1M +$30.1K +59 +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.