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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
PIS
5476
POM Investment Strategies
North Carolina
$601K +$494K +969 +505%
SCM
5477
Schnieders Capital Management
California
$598K +$215K +421 +0.4%
MFG
5478
Marmo Financial Group
Tennessee
$595K +$9.69K +19 +2%
TSS
5479
Two Sigma Securities
New York
$595K -$342K -671 -37%
TWCA
5480
Two West Capital Advisors
Kansas
$593K +$82.1K +161 +17%
BS
5481
Brighton Securities
New York
$592K -$21.9K -43 -4%
DIM
5482
DC Investments Management
Virginia
$591K
GG
5483
GenWealth Group
New Jersey
$591K -$19.9K -39 -3%
TFP
5484
Triune Financial Partners
Kansas
$587K -$11.2K -22 -2%
SMAM
5485
Sugar Maple Asset Management
Wisconsin
$585K -$1.53K -3 -0.3%
HCA
5486
Hyperion Capital Advisors
New York
$584K
LIM
5487
Lagoda Investment Management
New York
$583K -$76.5K -150 -12%
SA
5488
Sicart Associates
New York
$581K
A
5489
AlphaQuest
New York
$581K +$398K +780 +228%
BRIA
5490
Balanced Rock Investment Advisors
Massachusetts
$578K +$5.1K +10 +0.9%
WI
5491
WJ Interests
Texas
$578K
CI
5492
Cordant Inc
Oregon
$576K
MFGP
5493
Marshall Financial Group (Pennsylvania)
Pennsylvania
$573K +$7.65K +15 +1%
HWMT
5494
Heritage Wealth Management (Texas)
Texas
$573K
LWM
5495
Latko Wealth Management
Illinois
$573K -$40.8K -80 -7%
CCG
5496
Capital CS Group
California
$568K -$169K -331 -23%
SC
5497
Swan Capital
Florida
$568K +$11.2K +22 +2%
RFP
5498
Roth Financial Partners
Texas
$567K
TCTWM
5499
Three Cord True Wealth Management
Pennsylvania
$565K -$20.9K -41 -4%
MFG
5500
Mendota Financial Group
Wisconsin
$564K

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.