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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
CC
5726
Citrine Capital
California
$286K +$282K +553 New
CWM
5727
Consultiva Wealth Management
Puerto Rico
$286K
AWMG
5728
ADG Wealth Management Group
Louisiana
$285K +$25.5K +50 +10%
WFC
5729
Western Financial Corp
California
$285K -$510 -1 -0.2%
SCM
5730
Stonehearth Capital Management
Massachusetts
$283K
FW
5731
Fidato Wealth
Ohio
$283K +$279K +546 New
LC
5732
Luminist Capital
Michigan
$280K +$56.1K +110 +26%
GVIC
5733
Global Value Investment Corporation
Wisconsin
$279K -$10.7K -21 -4%
HFA
5734
Harbert Fund Advisors
Alabama
$277K
CF
5735
Crosspoint Financial
California
$277K +$9.69K +19 +4%
LWMT
5736
Legacy Wealth Management (Tennessee)
Tennessee
$272K -$163K -320 -38%
BWA
5737
Brave Warrior Advisors
New York
$272K
BC
5738
Barnett & Company
Tennessee
$272K +$30.6K +60 +13%
AWA
5739
American Wealth Advisors
Georgia
$271K +$267K +524 New
UI
5740
Unconventional Investor
New Hampshire
$270K
HAS
5741
Horizon Advisory Services
New York
$268K -$11.7K -23 -4%
LKWM
5742
Lee-Kelleher Wealth Management
Maryland
$267K -$3.06K -6 -1%
ASG
5743
Ariston Services Group
California
$266K
KWM
5744
Kanen Wealth Management
Florida
$264K
GVCM
5745
Global View Capital Management
Wisconsin
$263K +$259K +508 New
VF
5746
Vestment Financial
Minnesota
$263K
GS
5747
Gagnon Securities
New York
$262K -$94.9K -186 -27%
IFA
5748
Interactive Financial Advisors
Illinois
$262K -$256K -501 -50%
WHCFA
5749
William Howard & Co Financial Advisors
Tennessee
$262K -$56.6K -111 -18%
AA
5750
AF Advisors
California
$261K

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.