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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
SWGC
5876
Summit Wealth Group (Colorado)
Colorado
-$4.16M -8,370 Closed
EAM
5877
Exane Asset Management
France
-$4.11M -7,049 Closed
OCA
5878
Otter Creek Advisors
Florida
-$3.46M -6,966 Closed
NA
5879
Novus Advisors
South Carolina
-$3.45M -6,930 Closed
BMM
5880
Berkshire Money Management
Massachusetts
-$3.26M -6,550 Closed
FFAM
5881
Forge First Asset Management
Canada
-$3.25M -6,540 Closed
DF
5882
Donoghue Forlines
Massachusetts
-$2.84M -5,718 Closed
AC
5883
ASB Consultores
Florida
-$2.8M -5,626 Closed
AT
5884
Avenir Tech
Hong Kong
-$2.49M -5,000 Closed
UOC
5885
UBS O'Connor
Illinois
-$2.21M -4,449 Closed
VBWMG
5886
Von Berge Wealth Management Group
California
-$1.93M -3,814 Closed
AIC
5887
Anthracite Investment Company
Texas
-$1.81M -3,636 Closed
MPW
5888
MASECO Private Wealth
-$1.75M -3,520 Closed
MS
5889
Maven Securities
Jersey
-$1.7M -3,338 Closed
DC
5890
Defender Capital
North Carolina
-$1.36M -2,736 Closed
HVCM
5891
Hel Ved Capital Management
Hong Kong
-$1.14M -2,300 Closed
CPL
5892
Corecam Pte Ltd
-$995K -2,000 Closed
FEG
5893
Fund Evaluation Group
Ohio
-$951K -1,911 Closed
MC
5894
Maren Capital
Illinois
-$664K -1,334 Closed
FC
5895
Farringdon Capital
United Kingdom
-$648K -1,303 Closed
RL
5896
Retireful LLC
Michigan
-$574K -1,153 Closed
CC
5897
Corton Capital
Ontario, Canada
-$386K -777 Closed
KPWM
5898
KDK Private Wealth Management
Texas
-$251K -504 Closed
FD
5899
Financial Designs
California
-$237K -477 Closed
DIG
5900
DeepCurrents Investment Group
New York
-$218K -438 Closed

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.