We are live on ! Find out more
MSFT icon

Microsoft

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
PWM
5551
Pacific Wealth Management
California
$492K +$510 +1 +0.1%
AAM
5552
Ameraudi Asset Management
New York
$492K -$1.02M -2,000 -68%
AP
5553
Aspect Partners
Virginia
$489K -$172K -337 -26%
SPA
5554
Sherbrooke Park Advisers
New York
$488K +$481K +943 New
SFSG
5555
Sound Financial Strategies Group
Mississippi
$487K +$480K +941 New
BFS
5556
Beacon Financial Strategies
North Carolina
$487K
CCM
5557
Causeway Capital Management
California
$487K
LIA
5558
Limestone Investment Advisors
New York
$487K +$480K +940 New
BBL
5559
Beck Bode LLC
Massachusetts
$486K -$60.2K -118 -11%
LODC
5560
Lanham O'Dell & Company
West Virginia
$485K +$69.4K +136 +17%
PWP
5561
PrairieView Wealth Partners
Illinois
$484K +$1.53K +3 +0.3%
HC
5562
Hoese & Co
Minnesota
$482K
CCMIC
5563
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$482K +$43.4K +85 +10%
DSCM
5564
Del-Sette Capital Management
New York
$474K +$10.2K +20 +2%
FAC
5565
Financial Advisory Corporation
Michigan
$474K -$86.7K -170 -16%
LG
5566
LAM Group
Oregon
$472K
M
5567
MYeCFO
California
$472K
ECM
5568
EMC Capital Management
Texas
$471K
TDWM
5569
Topel & Distasi Wealth Management
California
$469K +$462K +906 New
CCA
5570
Clarity Capital Advisors
Florida
$468K
ICMP
5571
Integrated Capital Management (Pennsylvania)
Pennsylvania
$466K
MWM
5572
Maltin Wealth Management
New Jersey
$466K +$97.9K +192 +27%
KIC
5573
Keating Investment Counselors
Florida
$465K -$128K -250 -22%
AC
5574
AIFG Consultants
New York
$465K +$6.12K +12 +1%
GCM
5575
Graver Capital Management
Ohio
$465K -$109K -214 -19%

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.