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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
IWM
5651
Inlight Wealth Management
Georgia
$366K
SWCM
5652
Sullivan Wood Capital Management
District of Columbia
$366K
VCM
5653
Virtue Capital Management
Tennessee
$366K -$6.36M -12,472 -59%
PWAC
5654
Private Wealth Advisors (California)
California
$365K +$510 +1 +0.1%
SPW
5655
Surience Private Wealth
Washington
$364K -$190K -372 -35%
AC
5656
Applied Capital
Arkansas
$363K -$5.1K -10 -1%
RWS
5657
Rochester Wealth Strategies
Michigan
$363K +$10.2K +20 +3%
SWM
5658
Stark Wealth Management
Pennsylvania
$361K
S4W
5659
Solutions 4 Wealth
Texas
$360K -$11.2K -22 -3%
AIM
5660
Archer Investment Management
Texas
$358K -$67.3K -132 -16%
MWP
5661
MYCIO Wealth Partners
Pennsylvania
$358K
RW
5662
Ridgeline Wealth
Arizona
$357K +$12.2K +24 +4%
RCG
5663
Ruane, Cunniff & Goldfarb
New York
$357K
MWML
5664
M Wealth Management LLC
California
$356K
PFA
5665
Portland Financial Advisors
New York
$355K +$6.63K +13 +2%
QHA
5666
Quarry Hill Advisors
Minnesota
$354K +$33.7K +66 +11%
SWM
5667
Schwallier Wealth Management
Michigan
$353K +$7.65K +15 +2%
EG
5668
Ellerson Group
Maryland
$353K +$25.5K +50 +8%
CIM
5669
Corbyn Investment Management
Maryland
$352K
RVM
5670
Robinson Value Management
Texas
$352K
KFSN
5671
Keystone Financial Services (Nebraska)
Nebraska
$352K +$5.61K +11 +2%
LJCM
5672
Lee Johnson Capital Management
Texas
$351K +$21.9K +43 +7%
SWM
5673
Stapp Wealth Management
Washington
$350K
FIS
5674
Fischer Investment Strategies
California
$350K +$3.57K +7 +1%
DGI
5675
Disciplined Growth Investors
Minnesota
$348K -$3.57K -7 -1%

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.