We are live on ! Find out more
MSFT icon

Microsoft

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
WIC
5351
Whitegate Investment Counselors
New Hampshire
$792K +$1.02K +2 +0.1%
HOWA
5352
Heritage Oak Wealth Advisors
Florida
$790K +$42.3K +83 +6%
HWP
5353
Hibernia Wealth Partners
Louisiana
$789K -$1.57M -3,083 -67%
NPI
5354
New Perspectives Inc
Mississippi
$788K +$510 +1 +0.1%
TA
5355
TKG Advisors
Indiana
$785K +$37.2K +73 +5%
TWM
5356
Tanglewood Wealth Management
Texas
$780K
KP
5357
Kitching Partners
Pennsylvania
$780K
GCWM
5358
Graham Capital Wealth Management
District of Columbia
$778K
TWD
5359
True Wealth Design
Ohio
$777K +$200K +392 +35%
NECFA
5360
New England Capital Financial Advisors
Connecticut
$777K -$5.1K -10 -0.7%
BOC
5361
Bull Oak Capital
California
$774K -$5.1K -10 -0.7%
TWP
5362
Total Wealth Planning
Ohio
$772K +$154K +301 +25%
VWA
5363
Valued Wealth Advisors
Utah
$771K
PWM
5364
Praetorian Wealth Management
California
$770K +$759K +1,487 New
RCWM
5365
Red Crane Wealth Management
California
$770K +$8.16K +16 +1%
EC
5366
EntryPoint Capital
New York
$770K +$758K +1,486 New
NI
5367
NFC Investments
Tennessee
$769K -$7.65K -15 -1%
ICA
5368
Infrastructure Capital Advisors
New York
$764K +$191K +375 +34%
JAA
5369
Joel Adams & Associates
North Carolina
$764K -$100K -196 -12%
CAG
5370
Compass Advisory Group
New York
$763K +$1.53K +3 +0.2%
TCM
5371
Tuttle Capital Management
Connecticut
$762K
WFPG
5372
Waller Financial Planning Group
Ohio
$762K +$4.59K +9 +0.6%
EFP
5373
EnRich Financial Partners
Wisconsin
$760K -$40.3K -79 -5%
FOR
5374
Family Office Research
Maryland
$759K -$166K -326 -18%
BWM
5375
BCGM Wealth Management
Indiana
$756K +$171K +335 +30%

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.