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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
GWMI
5451
Guardian Wealth Management (Illinois)
Illinois
$645K +$510 +1 +0.1%
GWAM
5452
Guardian Wealth Advisors (Minnesota)
Minnesota
$644K +$49K +96 +8%
SC
5453
Steph & Co
Wisconsin
$641K +$121K +238 +24%
LFA
5454
LifeGuide Financial Advisors
Pennsylvania
$641K
FF
5455
Financial Futures
New Jersey
$639K -$50.5K -99 -7%
FOFP
5456
Fee-Only Financial Planning
South Carolina
$635K
BHWM
5457
Bay Harbor Wealth Management
Maryland
$635K +$35.2K +69 +6%
EFG
5458
Ehrlich Financial Group
California
$633K +$6.12K +12 +1%
GWM
5459
Grand Wealth Management
Michigan
$633K -$13.3K -26 -2%
T
5460
TrueFG
Texas
$630K +$6.12K +12 +1%
B
5461
BetterWealth
California
$628K -$429K -840 -41%
MAM
5462
McCarthy Asset Management
California
$628K -$10.2K -20 -2%
UFPG
5463
United Financial Planning Group
New York
$628K +$618K +1,212 New
FIM
5464
Freedom Investment Management
Connecticut
$626K -$11.5M -22,601 -95%
JPT
5465
Jordan Park Trust
New Hampshire
$626K -$48K -94 -7%
JCIA
5466
Jackson Creek Investment Advisors
Colorado
$625K -$45.4K -89 -7%
HFA
5467
Highland Financial Advisors
New Jersey
$621K +$84.7K +166 +16%
CPP
5468
Capasso Planning Partners
South Carolina
$619K -$339K -664 -36%
WCM
5469
WealthTrak Capital Management
Virginia
$617K +$57.6K +113 +10%
BFP
5470
Beacon Financial Planning
Massachusetts
$615K -$12.8K -25 -2%
MF
5471
Midwestern Financial
Iowa
$613K +$1.02K +2 +0.2%
OFP
5472
OLIO Financial Planning
Virginia
$612K -$8.67K -17 -1%
SG
5473
Strid Group
Pennsylvania
$610K +$15.8K +31 +3%
LWMNY
5474
Landmark Wealth Management (New York)
New York
$609K -$8.67K -17 -1%
JWBC
5475
John W. Brooker & Co
California
$602K +$185K +362 +45%

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.