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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
LIA
5701
Luken Investment Analytics
Tennessee
$315K
TCM
5702
Teza Capital Management
Illinois
$314K -$107K -210 -26%
RBC
5703
Rye Brook Capital
Connecticut
$311K
CSC
5704
Cove Street Capital
California
$311K
PCM
5705
Ping Capital Management
New York
$311K +$51K +100 +20%
OFG
5706
Orcam Financial Group
California
$311K +$86.7K +170 +40%
CCM
5707
Cambridge Capital Management
Illinois
$310K
1NWS
5708
1 North Wealth Services
Maryland
$310K -$20.4K -40 -6%
AFO
5709
Aurelius Family Office
New Hampshire
$308K -$21.9K -43 -7%
LPP
5710
Life Planning Partners
Florida
$306K
MHIP
5711
Mountain Hill Investment Partners
New Jersey
$306K +$23K +45 +8%
TF
5712
Theory Financial
Colorado
$303K
CMP
5713
Courage Miller Partners
Virginia
$302K +$510 +1 +0.2%
TFG
5714
Team Financial Group
California
$298K
OF
5715
Outfitter Financial
Maine
$298K -$15.3K -30 -5%
ALS
5716
Andrew L. Share
$298K
AI
5717
Arrien Investments
Idaho
$297K
HWA
5718
Heritage Wealth Architects
Minnesota
$296K +$4.08K +8 +1%
SVWA
5719
Sarver Vrooman Wealth Advisors
Missouri
$294K
ADMI
5720
Albert D. Mason Inc
Massachusetts
$293K +$19.4K +38 +7%
PFM
5721
Patton Fund Management
Texas
$291K
MAFA
5722
MJT & Associates Financial Advisory
Minnesota
$291K +$7.14K +14 +3%
KPPF
5723
Klein Pavlis & Peasley Financial
California
$291K +$34.2K +67 +14%
HWM
5724
Horizons Wealth Management
North Carolina
$288K -$6.12K -12 -2%
SMCM
5725
Sky-Mountain Capital Management
Idaho
$287K -$202K -396 -42%

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.