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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
FIG
5401
FSA Investment Group
Florida
$719K +$432K +847 +158%
GWA
5402
Genesis Wealth Advisors
Massachusetts
$718K
WC
5403
Wexford Capital
Florida
$717K +$125K +246 +22%
PAG
5404
Poinciana Advisors Group
Florida
$716K +$77.5K +152 +12%
LAM
5405
Lountzis Asset Management
Pennsylvania
$716K
BCM
5406
Birmingham Capital Management
Alabama
$712K -$230K -450 -25%
AAS
5407
Asset Allocation Strategies
Michigan
$711K +$147K +289 +27%
OKSA
5408
O'Keefe Stevens Advisory
New York
$710K
SC
5409
Schiavi & Co
Delaware
$709K -$25.5K -50 -4%
SIA
5410
Spectrum Investment Advisors
Wisconsin
$707K +$26.5K +52 +4%
AAG
5411
Avalon Advisory Group
Pennsylvania
$704K
FAM
5412
Fenimore Asset Management
New York
$704K
DAL
5413
Delta Accumulation LLC
California
$701K +$1.02K +2 +0.1%
DWM
5414
Denver Wealth Management
Colorado
$700K -$38.3K -75 -5%
ICM
5415
Innovator Capital Management
Illinois
$699K -$455K -891 -40%
LWA
5416
Ledgewood Wealth Advisors
New Hampshire
$699K
VFIC
5417
Valley Forge Investment Consultants
Pennsylvania
$699K -$102K -199 -13%
SF
5418
Seek First
California
$695K -$8.16K -16 -1%
FIA
5419
FPC Investment Advisory
California
$693K
LFWA
5420
LBJ Family Wealth Advisors
Texas
$692K +$510 +1 +0.1%
MWA
5421
Merkkuri Wealth Advisors
New York
$692K +$29.1K +57 +4%
MAP
5422
Moody Aldrich Partners
Massachusetts
$691K
VFG
5423
Valley Financial Group
Pennsylvania
$689K +$11.7K +23 +2%
5W
5424
5T Wealth
California
$687K -$15.8K -31 -2%
RIG
5425
Ramiah Investment Group
Wisconsin
$685K -$70.4K -138 -9%

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.