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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
AAA
5801
AG Asset Advisory
California
$207K +$204K +399 New
HFA
5802
Hippocratic Financial Advisors
California
$205K +$202K +396 New
SWTS
5803
Stonehaven Wealth & Tax Solutions
Wisconsin
$204K +$201K +394 New
DC
5804
Destiny Capital
Colorado
$204K +$200K +393 New
VARA
5805
Value Aligned Research Advisors
New Jersey
$194K -$46.9K -92 -20%
UFF
5806
USA Financial Formulas
Michigan
$187K -$62.2K -122 -25%
NWM
5807
Navigoe Wealth Management
California
$184K +$21.4K +42 +13%
MCA
5808
Midwest Capital Advisors
Michigan
$181K +$2.04K +4 +1%
SHM
5809
Sagard Holdings Management
Ontario, Canada
$163K
WFA
5810
Wells Financial Advisors
Massachusetts
$157K
GCM
5811
Glynn Capital Management
California
$151K -$4.45M -8,716 -97%
HIA
5812
HFM Investment Advisors
New Jersey
$142K -$4.08K -8 -3%
MDCM
5813
Morgan Dempsey Capital Management
Wisconsin
$118K -$6.12K -12 -5%
BG
5814
Bellevue Group
Switzerland
$105K
GG
5815
Gleason Group
Kentucky
$101K +$3.06K +6 +3%
FFP
5816
Frisco Financial Planning
Texas
$101K +$99.5K +195 New
CWA
5817
Carolina Wealth Advisors
South Carolina
$94.8K
PCM
5818
Perritt Capital Management
Illinois
$90.9K -$2.55K -5 -3%
CF
5819
Conquis Financial
California
$83.9K -$510 -1 -0.6%
CGA
5820
Compound Global Advisors
Washington
$80.8K
PS
5821
PayPay Securities
Japan
$72.9K +$7.65K +15 +12%
MG
5822
MilWealth Group
Wisconsin
$72.5K
SWP
5823
SIMA Wealth Partners
Virginia
$71.1K +$29.1K +57 +71%
PSFG
5824
Park Square Financial Group
Georgia
$65.8K -$4.38M -8,591 -99%
WCM
5825
Westend Capital Management
California
$64.8K +$26.5K +52 +71%

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.