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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
NJBEST
5426
New Jersey Better Educational Savings Trust
New Jersey
$685K
FPCG
5427
Forum Private Client Group
Indiana
$683K +$18.9K +37 +3%
DWA
5428
Delta Wealth Advisors
Indiana
$683K
LKBC
5429
L.K. Benson & Company
Maryland
$681K -$141K -277 -17%
AFA
5430
Alpha Financial Advisors
North Carolina
$681K -$21.4K -42 -3%
LL
5431
LPWM LLC
Minnesota
$678K +$8.16K +16 +1%
PAM
5432
PVG Asset Management
Colorado
$678K -$167K -327 -20%
CWM
5433
Capital Wealth Management
Rhode Island
$675K
DWM
5434
DKM Wealth Management
California
$675K +$15.3K +30 +2%
OFG
5435
Omega Financial Group
California
$675K +$53.6K +105 +9%
DFG
5436
Dynamic Financial Group
Iowa
$675K
STFP
5437
Signal Tree Financial Partners
Ohio
$674K -$40.8K -80 -6%
CC
5438
Carlson Capital
Texas
$673K -$102K -200 -13%
CWP
5439
Corepath Wealth Partners
Arizona
$669K +$58.2K +114 +10%
OCM
5440
Objective Capital Management
Ohio
$669K -$3.06K -6 -0.5%
MFG
5441
MTM Financial Group
Pennsylvania
$667K -$10.7K -21 -2%
MPCL
5442
My Personal CFO LLC
Washington
$661K -$17.9M -35,042 -96%
FWMP
5443
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$661K
SPIO
5444
Seven Post Investment Office
California
$660K
OAP
5445
One Advisory Partners
Kansas
$657K -$2.04K -4 -0.3%
HAFS
5446
Hapanowicz & Associates Financial Services
Pennsylvania
$653K +$87.7K +172 +16%
PWA
5447
Principia Wealth Advisory
Texas
$651K +$19.4K +38 +3%
MFG
5448
Mustico Financial Group
New York
$648K
HIA
5449
HTG Investment Advisors
Connecticut
$647K -$456K -893 -42%
LTL
5450
Lowery Thomas LLC
California
$646K +$510 +1 +0.1%

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.