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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
CI
5201
Ceera Investments
Texas
$1.01M
ETS
5202
ESL Trust Services
New York
$1M +$66.8K +131 +7%
ATI
5203
ARK & TLK Investments
Oklahoma
$1M +$10.2K +20 +1%
HPCM
5204
Hunter Perkins Capital Management
Illinois
$1M -$51K -100 -5%
BFA
5205
Bright Financial Advisors
Michigan
$1M +$486K +952 +97%
BAWM
5206
Bennett Associates Wealth Management
Pennsylvania
$1M +$93.4K +183 +10%
MFN
5207
Midwest Financial Network
Illinois
$999K +$159K +312 +19%
CPA
5208
Compass Planning Associates
Massachusetts
$998K +$1.53K +3 +0.2%
PP
5209
PFS Partners
New Jersey
$997K +$7.14K +14 +0.7%
EWM
5210
Evolution Wealth Management
Florida
$996K -$3.57K -7 -0.4%
CA
5211
Cresta Advisors
Texas
$996K
PWM
5212
Puff Wealth Management
New Jersey
$995K -$10.7K -21 -1%
HAP
5213
Harbor Asset Planning
Massachusetts
$994K
KSWA
5214
Kathleen S. Wright Associates
Pennsylvania
$992K +$6.12K +12 +0.6%
VI
5215
VanderPol Investments
Michigan
$991K +$74.5K +146 +8%
COFSG
5216
Carbahal Olsen Financial Services Group
California
$989K -$40.8K -80 -4%
CPA
5217
Clear Point Advisors
New York
$988K +$242K +474 +33%
KBG
5218
Kahn Brothers Group
New York
$987K
OFG
5219
Opulen Financial Group
Virginia
$985K +$33.2K +65 +4%
EWA
5220
Elevate Wealth Advisory
Georgia
$984K -$108K -212 -10%
HFW
5221
Horizon Family Wealth
Illinois
$981K -$48.5K -95 -5%
SSA
5222
Sierra Summit Advisors
Nevada
$979K -$37.8K -74 -4%
PF
5223
Penney Financial
Texas
$979K +$78.6K +154 +9%
MCM
5224
MontVue Capital Management
Virginia
$978K
FFG
5225
Foundry Financial Group
New Hampshire
$976K -$4.59K -9 -0.5%

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.