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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
BWM
5626
Buska Wealth Management
Wisconsin
$399K +$51.5K +101 +15%
FVCM
5627
F&V Capital Management
Florida
$397K -$44.9K -88 -10%
FPWM
5628
Five Pine Wealth Management
Idaho
$396K -$18.4K -36 -5%
NFP
5629
NorthLanding Financial Partners
New York
$394K
MAM
5630
Marquette Asset Management
Minnesota
$392K -$265K -520 -41%
KCM
5631
Kennicott Capital Management
California
$391K -$5.61K -11 -1%
IW
5632
Imprint Wealth
South Carolina
$391K +$385K +755 New
SPWM
5633
Straight Path Wealth Management
Michigan
$390K +$10.1M +19,771 +2,712%
JFG
5634
JDM Financial Group
Texas
$390K +$11.7K +23 +3%
FA
5635
Financial Alternatives
California
$390K +$36.2K +71 +10%
EP
5636
Ehrenkranz Partners
New York
$388K +$383K +750 New
SFA
5637
Spectrum Financial Alliance
Kentucky
$385K +$16.8K +33 +5%
BCM
5638
Banyan Capital Management
Georgia
$381K +$375K +735 New
MFS
5639
McNamara Financial Services
Massachusetts
$380K
PFA
5640
Pinnacle Family Advisors
Missouri
$380K +$49.5K +97 +15%
MAWAG
5641
Mid-American Wealth Advisory Group
Missouri
$380K -$545K -1,069 -59%
JC
5642
JBGlobal.com
New York
$379K
HWA
5643
Hillcrest Wealth Advisors
New Jersey
$377K
EFP
5644
Envision Financial Planning
Tennessee
$377K -$6.63K -13 -2%
SIAS
5645
Summit Investment Advisory Services
Minnesota
$376K +$6.12K +12 +2%
CM
5646
Cornerstone Management
Georgia
$376K -$11.2K -22 -3%
FRM
5647
Fox Run Management
Connecticut
$376K -$394K -773 -52%
PA
5648
PharVision Advisers
Florida
$374K +$369K +723 New
GSCM
5649
Greenfield Seitz Capital Management
Texas
$370K
BWA
5650
BCU Wealth Advisors
Illinois
$368K -$247K -485 -41%

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.