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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
GFM
5376
GEN Financial Management
Minnesota
$756K +$26.5K +52 +4%
WCM
5377
Wealthcare Capital Management
Virginia
$751K +$4.59K +9 +0.6%
GCM
5378
Galibier Capital Management
Ontario, Canada
$751K -$183K -359 -20%
BBWP
5379
Beacon Bridge Wealth Partners
Pennsylvania
$747K +$99.5K +195 +16%
DLHL
5380
Donald L. Hagan LLC
Florida
$746K
Q1WB
5381
Quest 10 Wealth Builders
Virginia
$746K -$5.1K -10 -0.7%
FCG
5382
Financial Connections Group
California
$745K
BIA
5383
Barry Investment Advisors
Massachusetts
$743K +$316K +619 +76%
JWM
5384
JDH Wealth Management
California
$742K +$30.6K +60 +4%
BWL
5385
Beacon Wealthcare LLC
North Carolina
$741K +$51.5K +101 +8%
PA
5386
Prism Advisors
California
$741K
AWM
5387
Altus Wealth Management
Kentucky
$738K -$2.55K -5 -0.3%
PPW
5388
PACK Private Wealth
Minnesota
$738K +$475K +932 +189%
OA
5389
Oceanside Advisors
South Carolina
$738K
CAAM
5390
Cornerstone Advisors Asset Management
Pennsylvania
$737K +$46.9K +92 +7%
SAM
5391
Stenahm Asset Management
Guernsey
$735K -$9.49M -18,610 -93%
NLWP
5392
Next Level Wealth Planning
Idaho
$735K +$29.1K +57 +4%
MSA
5393
Marathon Strategic Advisors
Pennsylvania
$726K +$510 +1 +0.1%
MCA
5394
Martin Capital Advisors
Texas
$725K
BFP
5395
Briaud Financial Planning
Texas
$724K -$31.6K -62 -4%
TPW
5396
Tiller Private Wealth
Pennsylvania
$724K -$30.6K -60 -4%
FI
5397
FIDELIS iM
Oregon
$723K +$396K +776 +43%
LW
5398
Lauer Wealth
Indiana
$721K -$51K -100 -7%
LAMNM
5399
Longview Asset Management (New Mexico)
New Mexico
$721K +$36.7K +72 +5%
CFP
5400
Cypress Financial Planning
New Jersey
$721K +$14.3K +28 +2%

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.