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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
MA
5576
McGrath & Associates
North Carolina
$460K -$39.3K -77 -8%
SPA
5577
Shore Point Advisors
New Jersey
$459K +$9.69K +19 +2%
CFG
5578
Clayton Financial Group
Missouri
$457K +$450K +882 New
SIA
5579
Stegner Investment Associates
Kentucky
$457K +$450K +882 New
BCM
5580
Brown Capital Management
Maryland
$454K -$1.72M -3,376 -79%
FWP
5581
Family Wealth Partners
North Carolina
$452K +$38.3K +75 +9%
NA
5582
Nottingham Advisors
New York
$452K
WWP
5583
Wise Wealth Partners
Arizona
$447K
CAM
5584
Clarity Asset Management
Iowa
$447K -$240K -471 -35%
CWM
5585
Certus Wealth Management
California
$445K +$19.4K +38 +5%
MRP
5586
Measured Risk Portfolios
California
$445K -$12.2K -24 -3%
LFG
5587
Leverty Financial Group
Wisconsin
$442K +$11.2K +22 +3%
CEI
5588
Clark Estates Inc
New York
$442K
AIS
5589
American Investment Services
Massachusetts
$440K
DK
5590
David Kennon
Florida
$438K
EI
5591
eCIO Inc
Wisconsin
$434K +$89.3K +175 +26%
EWP
5592
Equity Wealth Partners
Missouri
$434K +$427K +838 New
NL
5593
NDWM LLC
California
$434K
WF
5594
Williams Financial
Vermont
$433K +$65.8K +129 +18%
CWA
5595
Cornerstone Wealth Advisors
Minnesota
$432K
FF
5596
Friday Financial
Iowa
$428K -$7.65K -15 -2%
SIMC
5597
Squire Investment Management Company
Utah
$425K +$26.5K +52 +7%
PVAMC
5598
PPS&V Asset Management Consultants
Michigan
$423K -$12.2K -24 -3%
SIAM
5599
Sterling Investment Advisors (Missouri)
Missouri
$423K +$130K +255 +46%
1CM
5600
1492 Capital Management
Wisconsin
$420K +$1.53K +3 +0.4%

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.