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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
MWP
5751
Moller Wealth Partners
$258K +$4.08K +8 +2%
LWP
5752
Laurel Wealth Planning
Minnesota
$257K +$1.53K +3 +0.6%
APW
5753
Atlantic Private Wealth
North Carolina
$256K
ES
5754
ETF Store
Kansas
$256K +$510 +1 +0.2%
WFS
5755
Weitzel Financial Services
Iowa
$253K
LFA
5756
Livelsberger Financial Advisory
Ohio
$249K
AFW
5757
Atlantic Family Wealth
Florida
$249K +$10.2K +20 +4%
SAS
5758
SMI Advisory Services
Indiana
$248K +$245K +480 New
EAM
5759
Eschler Asset Management
United Kingdom
$248K +$244K +479 New
YAL
5760
Your Advocates Ltd
Texas
$247K +$3.57K +7 +1%
FWM
5761
FSR Wealth Management
Illinois
$246K +$28.6K +56 +13%
EA
5762
Evolution Advisers
Virginia
$246K +$42.9K +84 +22%
FWM
5763
FLP Wealth Management
Arkansas
$245K +$9.69K +19 +4%
EA
5764
Ergawealth Advisors
Illinois
$245K -$163K -319 -40%
KHC
5765
Koesten Hirschmann & Crabtree
Kansas
$243K +$510 +1 +0.2%
SFA
5766
Salus Financial Advisors
Colorado
$239K
AIM
5767
Access Investment Management
Georgia
$238K -$96.9K -190 -29%
FA
5768
FC Advisory
Pennsylvania
$237K -$12.8K -25 -5%
SP
5769
Sherman Porfolios
Idaho
$236K +$15.3K +30 +7%
NEPPG
5770
New England Professional Planning Group
Rhode Island
$236K -$129K -253 -36%
NPAN
5771
Northeast Planning Associates NH
New Hampshire
$235K
RC
5772
Rareview Capital
Nevada
$234K
DC
5773
Diametric Capital
Massachusetts
$233K +$230K +450 New
MGI
5774
MayTech Global Investments
New York
$232K
GCM
5775
Gator Capital Management
Florida
$230K

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.