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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
LIM
5226
Letson Investment Management
Georgia
$975K
UFA
5227
Uptown Financial Advisors
Texas
$973K
ICCON
5228
Investment Counsel Company of Nevada
Nevada
$972K +$510 +1 +0.1%
CCM
5229
Charter Capital Management
Wisconsin
$963K +$41.3K +81 +5%
CJ
5230
Caitlin John
Michigan
$963K +$13.3K +26 +1%
MFG
5231
Mann Financial Group
Minnesota
$962K +$948K +1,858 New
CFS
5232
Compass Financial Services
Iowa
$962K -$107K -209 -10%
CFG
5233
Compton Financial Group
Maryland
$959K +$2.55K +5 +0.3%
CCA
5234
Cypress Capital Advisors
Tennessee
$958K -$11.7K -23 -1%
SHIM
5235
Stone House Investment Management
Pennsylvania
$958K +$10.7K +21 +1%
BAM
5236
BLKBRD Asset Management
Connecticut
$958K -$1.23M -2,408 -57%
SHF
5237
Stage Harbor Financial
Massachusetts
$957K -$9.69K -19 -1%
PCM
5238
Prospera Capital Management
Arizona
$955K
DW
5239
Dodds Wealth
Colorado
$955K +$5.61K +11 +0.6%
HPA
5240
High Probability Advisors
New York
$952K +$96.9K +190 +12%
FFWM
5241
Future Financial Wealth Management
Ohio
$951K -$56.1K -110 -6%
AWM
5242
Allen Wealth Management
North Carolina
$950K -$20.4K -40 -2%
RA
5243
Resolute Advisors
California
$949K -$356K -697 -28%
WH
5244
Whitcomb & Hess
Ohio
$949K -$11.2K -22 -1%
NWA
5245
Navis Wealth Advisors
New York
$948K +$164K +322 +21%
AIFS
5246
A&I Financial Services
Colorado
$947K -$45.9K -90 -5%
PCM
5247
Politan Capital Management
New York
$946K +$63.8K +125 +7%
BFG
5248
Baron Financial Group
New Jersey
$946K +$510 +1 +0.1%
CWM
5249
Collaborative Wealth Management
Florida
$946K -$16.3K -32 -2%
DFA
5250
DHJJ Financial Advisors
Illinois
$945K -$3.06K -6 -0.3%

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.