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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
AWA
5601
Aquire Wealth Advisors
Utah
$418K +$43.4K +85 +12%
BWM
5602
Biltmore Wealth Management
Arizona
$418K +$510 +1 +0.1%
LWAM
5603
Legacy Wealth Asset Management
Minnesota
$415K
TFP
5604
Traction Financial Partners
Wyoming
$415K +$1.53K +3 +0.4%
BCM
5605
Beddow Capital Management
Wyoming
$414K
HCM
5606
Hudson Capital Management
New Jersey
$414K
SF
5607
SageOak Financial
Oklahoma
$413K
EL
5608
EQ LLC
Washington
$412K -$64.8K -127 -14%
WAM
5609
WFA Asset Management
Wisconsin
$412K -$28.1K -55 -5%
SA
5610
Sincerus Advisory
New York
$411K +$14.8K +29 +4%
AFS
5611
AFG Fiduciary Services
Massachusetts
$411K
YWM
5612
Yardley Wealth Management
Pennsylvania
$410K -$25.5K -50 -6%
AF
5613
Amara Financial
California
$408K +$1.02K +2 +0.3%
CFGSD
5614
Compass Financial Group (South Dakota)
South Dakota
$408K -$7.65K -15 -2%
RFP
5615
RCS Financial Planning
Maryland
$408K
MAM
5616
Mullooly Asset Management
New Jersey
$407K
RHJA
5617
Rice Hall James & Associates
California
$406K -$6.12K -12 -2%
PWG
5618
Private Wealth Group
Florida
$406K
CAM
5619
CenterStar Asset Management
Illinois
$406K +$400K +784 New
PWMG
5620
Pioneer Wealth Management Group
Texas
$404K +$144K +283 +57%
KFGG
5621
Keystone Financial Group (Georgia)
Georgia
$403K -$24.5K -48 -6%
KC
5622
Kinloch Capital
Virginia
$402K -$13.3K -26 -3%
BP
5623
BCK Partners
New York
$401K -$1.02K -2 -0.3%
SF
5624
SWP Financial
California
$400K
KWM
5625
Kiker Wealth Management
Georgia
$400K -$206K -403 -34%

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.