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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
ACM
5326
Alamar Capital Management
California
$826K
CMMS
5327
Comprehensive Money Management Services
Florida
$826K
GC
5328
GatePass Capital
Ohio
$825K +$125K +245 +18%
AAM
5329
Alphadyne Asset Management
New York
$823K +$811K +1,589 New
LWM
5330
Luminvest Wealth Management
Arizona
$819K -$25K -49 -3%
LWIC
5331
Leith Wheeler Investment Counsel
British Columbia, Canada
$817K +$112K +219 +16%
BIS
5332
BG Investment Services
Guam
$814K +$191K +375 +31%
PFG
5333
Pinnacle Financial Group
Illinois
$814K -$12.2K -24 -2%
SIMG
5334
Stephens Investment Management Group
Texas
$814K -$456K -894 -36%
AWMNH
5335
Arcadia Wealth Management (New Hampshire)
New Hampshire
$808K +$1.02K +2 +0.1%
SLT
5336
St Louis Trust
Missouri
$806K -$70.4K -138 -8%
WCA
5337
Waratah Capital Advisors
Ontario, Canada
$805K -$35.5M -69,603 -98%
CWM
5338
Core Wealth Management
Florida
$802K +$53.6K +105 +7%
CCP
5339
Carmel Capital Partners
California
$801K -$369K -724 -32%
CWP
5340
Clark Wealth Partners
Illinois
$799K -$27.5K -54 -3%
T
5341
TOBAM
France
$799K -$1.02K -2 -0.1%
SIM
5342
Sims Investment Management
Ohio
$798K +$28.6K +56 +4%
BA
5343
BCM Advisors
Louisiana
$797K +$1.53K +3 +0.2%
SCA
5344
Sippican Capital Advisors
Massachusetts
$797K
IWM
5345
IMG Wealth Management
Florida
$796K
CCC
5346
Chesapeake Capital Corp
Florida
$796K +$784K +1,536 New
IDBONY
5347
Israel Discount Bank of New York
New York
$793K -$21.4K -42 -3%
PM
5348
Pembroke Management
Quebec, Canada
$793K +$231K +453 +42%
HSWS
5349
Higgins & Schmidt Wealth Strategies
Colorado
$793K -$4.08K -8 -0.5%
BSWM
5350
Boston Standard Wealth Management
Massachusetts
$793K -$2.04K -4 -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.