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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
MCM
851
Mill Capital Management
North Carolina
$104M -$2.92M -5,733 -3%
MIFH
852
Migdal Insurance & Financial Holdings
Israel
$103M -$26.1M -51,164 -20%
CF
853
Cypress Funds
California
$102M -$26.1M -51,250 -21%
SIA
854
Soltis Investment Advisors
Utah
$102M -$655K -1,284 -0.6%
BP
855
Ballentine Partners
Massachusetts
$101M +$1.33M +2,603 +1%
KRSITF
856
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$101M -$3.65M -7,154 -4%
CSP
857
Cary Street Partners
Virginia
$101M -$1.45M -2,849 -1%
AI
858
Ariel Investments
Illinois
$101M -$9.69M -19,004 -9%
ISL
859
Ingalls & Snyder LLC
New York
$100M -$5.69M -11,161 -5%
MLL
860
Moody Lynn & Lieberson
Massachusetts
$100M +$219K +429 +0.2%
BIAS
861
Beacon Investment Advisory Services
New Jersey
$100M +$18.2M +35,774 +23%
Diamond Hill Capital Management
862
Diamond Hill Capital Management
Ohio
$100M
HCMG
863
Howard Capital Management Group
California
$99.9M +$449K +880 +0.5%
RMCM
864
Reynders McVeigh Capital Management
Massachusetts
$99.5M +$744K +1,459 +0.8%
OCM
865
Osterweis Capital Management
California
$99.3M -$18.7M -36,560 -16%
FTWA
866
Fifth Third Wealth Advisors
Ohio
$99.3M +$3.87M +7,586 +4%
PS
867
Principal Securities
Iowa
$99.3M +$7.62M +14,941 +8%
OHIF
868
Oriental Harbor Investment Fund
Hong Kong
$99.2M -$124K -243 -0.1%
FNBT
869
FineMark National Bank & Trust
Florida
$98.5M -$3.15M -6,170 -3%
SSA
870
Schonfeld Strategic Advisors
New York
$98.4M +$48.4M +94,810 +100%
MGIA
871
Moneta Group Investment Advisors
Missouri
$97.9M +$3.64M +7,144 +4%
PSP
872
Pacific Sage Partners
Washington
$97.9M -$770K -1,509 -0.8%
TRCT
873
Tower Research Capital (TRC)
New York
$97.9M -$46.2M -90,468 -32%
CIP
874
Cornerstone Investment Partners
Georgia
$96.8M +$553K +1,084 +0.6%
BAM
875
Berkshire Asset Management
Pennsylvania
$96.8M -$227K -445 -0.2%

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.