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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
SCM
5301
Sollinda Capital Management
Florida
$856K -$67.3K -132 -7%
VWM
5302
VanWeelden Wealth Management
Ohio
$855K +$842K +1,651 New
MA
5303
Maxele Advisors
Missouri
$854K
LP
5304
LGL Partners
Pennsylvania
$853K +$510 +1 +0.1%
GWM
5305
GoalFusion Wealth Management
Texas
$852K +$6.12K +12 +0.7%
BTIM
5306
BancFirst Trust & Investment Management
Oklahoma
$852K +$308K +603 +57%
AFG
5307
Arkansas Financial Group
Arkansas
$852K -$27.5K -54 -3%
MAS
5308
MPWM Advisory Solutions
Georgia
$850K +$13.8K +27 +2%
BGAI
5309
Bruce G. Allen Investments
Colorado
$850K -$24K -47 -3%
SVWG
5310
Shared Vision Wealth Group
United States
$850K +$1.02K +2 +0.1%
SF
5311
Strategent Financial
Virginia
$849K -$35.2K -69 -4%
PWM
5312
Parkshore Wealth Management
California
$848K -$107K -209 -11%
RWM
5313
Rolek Wealth Management
Pennsylvania
$848K -$63.3K -124 -7%
CAM
5314
Cobblestone Asset Management
Virginia
$847K -$5.1K -10 -0.6%
FG
5315
Fairman Group
Pennsylvania
$844K -$72.9K -143 -8%
PWM
5316
PTM Wealth Management
United States
$844K -$101K -198 -11%
HIW
5317
Holos Integrated Wealth
Pennsylvania
$843K
KWM
5318
KMT Wealth Management
California
$841K -$61.2K -120 -7%
CPWM
5319
Cypress Point Wealth Management
Texas
$838K
TIM
5320
Total Investment Management
Arizona
$829K -$71.4K -140 -8%
SGI
5321
Swan Global Investments
Colorado
$829K -$44.9K -88 -5%
DMKJ
5322
David M. Knott Jr
$829K
PFO
5323
PMG Family Office
Texas
$828K +$816K +1,599 New
HHMI
5324
Howard Hughes Medical Institute
Maryland
$827K -$7.14K -14 -0.9%
CSIA
5325
Carl Stuart Investment Advisor
Texas
$827K

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.