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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
AFS
5501
Axiom Financial Strategies
Indiana
$562K -$189K -370 -25%
RWA
5502
Redmont Wealth Advisors
Illinois
$561K
SA
5503
Sunesis Advisors
Kansas
$560K +$552K +1,082 New
SWM
5504
SpringVest Wealth Management
Texas
$560K +$510 +1 +0.1%
FIC
5505
Family Investment Center
Missouri
$559K -$161K -315 -23%
RWP
5506
Ridgeline Wealth Planning
Ohio
$558K +$83.2K +163 +18%
CCA
5507
Cottonwood Capital Advisors
Utah
$557K -$1.98M -3,884 -78%
FWM
5508
FMA Wealth Management
Massachusetts
$553K -$10.2K -20 -2%
LWMI
5509
Legacy Wealth Management (Idaho)
Idaho
$551K +$9.69K +19 +2%
HP
5510
Highlander Partners
Texas
$544K
SWM
5511
Stonebridge Wealth Management
Illinois
$543K +$3.57K +7 +0.7%
BWA
5512
Bestgate Wealth Advisors
Maryland
$542K +$23.5K +46 +5%
MGWA
5513
Monument Group Wealth Advisors
Massachusetts
$542K -$153K -299 -22%
WWWM
5514
White Wing Wealth Management
Texas
$541K +$54.1K +106 +11%
PS
5515
Pinney & Scofield
Massachusetts
$540K
GWA
5516
Gutierrez Wealth Advisory
Arkansas
$538K -$180K -352 -25%
GKFF
5517
George Kaiser Family Foundation
Oklahoma
$538K
BWMG
5518
Bannerman Wealth Management Group
Texas
$534K -$18.9K -37 -3%
FFW
5519
Fusion Family Wealth
New York
$534K
MWA
5520
Mills Wealth Advisors
Texas
$534K -$510 -1 -0.1%
MC
5521
McCarthy & Cox
Ohio
$533K -$25K -49 -5%
DWM
5522
Daner Wealth Management
Georgia
$532K +$54.6K +107 +12%
GFG
5523
Grantvest Financial Group
New Jersey
$528K -$64.8K -127 -11%
HFA
5524
Hershey Financial Advisers
Pennsylvania
$523K +$75.5K +148 +17%
SWA
5525
Safir Wealth Advisors
New Hampshire
$521K

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.