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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
SPI
5276
Strategic Planning Inc
Ohio
$905K +$127K +248 +17%
RFA
5277
RTD Financial Advisors
Pennsylvania
$897K +$30.1K +59 +4%
AC
5278
Avant Capital
Louisiana
$894K +$8.16K +16 +0.9%
KG
5279
Kilter Group
New York
$891K +$60.2K +118 +7%
NAMA
5280
Nikko Asset Management Americas
New York
$886K +$39.3K +77 +5%
RWM
5281
RMG Wealth Management
Wisconsin
$886K
HA
5282
HFG Advisors
Ohio
$885K +$25.5K +50 +3%
GWM
5283
Global Wealth Management
New Jersey
$882K +$1.53K +3 +0.2%
GC
5284
Giverny Capital
Quebec, Canada
$882K -$306K -600 -26%
TCM
5285
TT Capital Management
California
$882K -$66.8K -131 -7%
KIM
5286
Karpus Investment Management
New York
$881K
DWS
5287
Dynamic Wealth Strategies
California
$881K +$125K +246 +17%
CCM
5288
Cutler Capital Management
Massachusetts
$880K +$12.8K +25 +1%
TSS
5289
Thomas Story & Son
Indiana
$878K -$102K -200 -11%
PCMM
5290
Piedmont Capital Management (Montana)
Montana
$878K -$53.1K -104 -6%
KA
5291
Kure Advisory
Minnesota
$873K -$59.2K -116 -6%
SBF
5292
Sara-Bay Financial
Florida
$873K +$23.5K +46 +3%
XPN
5293
XY Planning Network
Montana
$872K
DP
5294
Divergent Planning
Maryland
$870K -$63.3K -124 -7%
E
5295
EntreWealth
Texas
$869K -$42.3K -83 -5%
AWMNY
5296
Arcadia Wealth Management (New York)
New York
$867K +$40.3K +79 +5%
STCOSD
5297
Sageworth Trust Company of South Dakota
South Dakota
$864K +$444K +871 +109%
WWM
5298
Woodside Wealth Management
Massachusetts
$862K
TPW
5299
TL Private Wealth
Texas
$859K
FF
5300
Foronjy Financial
California
$857K +$45.9K +90 +6%

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.