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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
CIM
951
Confluence Investment Management
Missouri
$83.8M -$1.74M -3,405 -2%
FCIM
952
Fairview Capital Investment Management
California
$83.8M -$1.38M -2,708 -2%
RCP
953
RIT Capital Partners
United Kingdom
$83M -$26.4M -51,750 -24%
PIM
954
Provident Investment Management
Michigan
$82.7M -$4.36M -8,549 -5%
Wolverine Trading
955
Wolverine Trading
Illinois
$82.5M -$89.6M -175,568 -52%
WC
956
Woodstock Corp
Massachusetts
$82.1M -$749K -1,468 -0.9%
SAM
957
Sycomore Asset Management
France
$81.9M
HJGA
958
Hardman Johnston Global Advisors
Connecticut
$81.8M -$11.9M -23,236 -13%
ECM
959
Estabrook Capital Management
New York
$81.5M -$690K -1,353 -0.9%
NPT
960
Nixon Peabody Trust
Massachusetts
$81.4M -$357K -700 -0.4%
NSAM
961
North Star Asset Management
Wisconsin
$81.4M -$997K -1,955 -1%
JMFC
962
J.M. Forbes & Co
Massachusetts
$81.4M +$364K +714 +0.5%
NHC
963
Nicholas Hoffman & Company
Georgia
$81.3M -$26K -51 -0%
WTB
964
Washington Trust Bank
Washington
$81M +$6.2M +12,159 +8%
NCM
965
Narwhal Capital Management
Georgia
$80.8M -$601K -1,179 -0.7%
PCA
966
Pallas Capital Advisors
Massachusetts
$80.7M +$1.36M +2,675 +2%
UF
967
Univest Financial
Pennsylvania
$80.6M -$5.96M -11,691 -7%
AHC
968
Adell Harriman & Carpenter
Texas
$80.5M +$1.11M +2,168 +1%
PP
969
Patten & Patten
Tennessee
$80.4M -$405K -794 -0.5%
SGAM
970
Smith Group Asset Management
Texas
$80.1M +$3.73M +7,305 +5%
VC
971
Vestor Capital
Illinois
$79.8M +$77.5M +151,839 +7,030%
WIM
972
Weitz Investment Management
Nebraska
$79.8M +$12.5M +24,500 +19%
BFS
973
Bard Financial Services
Connecticut
$79.5M +$676K +1,325 +0.9%
GVAG
974
Great Valley Advisor Group
Delaware
$79.5M +$1.41M +2,762 +2%
GCC
975
Guardian Capital (Canada)
Ontario, Canada
$79.4M +$6.29M +12,338 +9%

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.