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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
LCM
926
LVM Capital Management
Michigan
$87.4M -$3.11M -6,090 -3%
OC
927
Oakmont Corp
California
$87.4M -$22M -43,059 -20%
NAAA
928
New Age Alpha Advisors
New York
$87.3M -$2.04M -3,996 -2%
MSR
929
Main Street Research
Connecticut
$87.1M +$37.5M +73,462 +78%
MVIP
930
Mar Vista Investment Partners
California
$87.1M -$15.9M -31,197 -16%
BWP
931
Baldwin Wealth Partners
Massachusetts
$87.1M -$1.62M -3,178 -2%
PWM
932
Perigon Wealth Management
California
$87M +$4.37M +8,570 +5%
CAM
933
Cidel Asset Management
Ontario, Canada
$86.9M +$4.02M +7,876 +5%
SCI
934
S&CO Inc
Massachusetts
$86.8M +$743K +1,456 +0.9%
GI
935
GAMMA Investing
California
$86.1M +$5.43M +10,642 +7%
PIM
936
Plato Investment Management
Australia
$86M +$2.55M +4,994 +3%
MAS
937
Meeder Advisory Services
Ohio
$86M +$4.16M +8,153 +5%
VCP
938
Verus Capital Partners
Arizona
$86M -$1.79M -3,516 -2%
HWA
939
Heritage Wealth Advisors
Virginia
$85.9M +$775K +1,519 +0.9%
BFA
940
Bragg Financial Advisors
North Carolina
$85.6M -$176K -345 -0.2%
CWP
941
Cyndeo Wealth Partners
Florida
$85.6M -$1.37M -2,682 -2%
ATPW
942
Ashton Thomas Private Wealth
Arizona
$85.6M +$16.9M +33,045 +25%
ACM
943
Atika Capital Management
New York
$85.5M +$3.57M +7,000 +4%
LI
944
LMCG Investments
Massachusetts
$85.3M -$1.94M -3,795 -2%
MWM
945
Meridian Wealth Management
Kentucky
$85M +$1.52M +2,973 +2%
AWA
946
Arkadios Wealth Advisors
Georgia
$85M +$10.9M +21,409 +15%
EGA
947
Eagle Global Advisors
Texas
$84.8M -$1.14M -2,227 -1%
MIM
948
Morningstar Investment Management
Illinois
$84.5M +$16.9M +33,139 +25%
FLII
949
First Long Island Investors
New York
$84M +$1.13M +2,224 +1%
SW
950
SteelPeak Wealth
California
$83.8M +$10.9M +21,421 +15%

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.