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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
MHIC
1001
Marble Harbor Investment Counsel
Massachusetts
$76.6M -$925K -1,813 -1%
HCM
1002
Hollencrest Capital Management
California
$76.4M -$1.91M -3,753 -2%
CUAMC
1003
China Universal Asset Management Company
China
$75.7M +$2.59M +5,078 +4%
FNBOO
1004
First National Bank of Omaha
Nebraska
$75.4M -$4.02M -7,886 -5%
BFS
1005
Baskin Financial Services
Ontario, Canada
$75.1M -$774K -1,517 -1%
GIP
1006
Granite Investment Partners
California
$75M -$5.96M -11,681 -7%
MPM
1007
Meritage Portfolio Management
Kansas
$74.7M -$14.3M -28,003 -16%
KC
1008
Kepler Cheuvreux
$74.6M +$73.5M +144,006 New
UM
1009
Ulysses Management
New York
$74.5M
OA
1010
Oak Associates
Ohio
$74.2M -$291K -570 -0.4%
BC
1011
Burney Company
Virginia
$74.2M +$8.69M +17,041 +13%
FFWA
1012
FRG Family Wealth Advisors
Washington
$74M -$287K -562 -0.4%
LF
1013
Longbow Finance
Switzerland
$74M +$4.76M +9,334 +7%
BCM
1014
BlueCrest Capital Management
Jersey
$73.7M +$72.6M +142,323 New
MAA
1015
Matrix Asset Advisors
New York
$73.5M -$105K -205 -0.1%
MA
1016
Montag & Associates
Georgia
$73.2M +$2.6M +5,105 +4%
SFS
1017
Sowell Financial Services
Arkansas
$73.2M -$6.17M -12,093 -8%
DGM
1018
Delta Global Management
New York
$73.1M -$7.63M -14,949 -10%
BFIM
1019
Beese Fulmer Investment Management
Ohio
$72.9M +$69.4K +136 +0.1%
AG
1020
Ascent Group
Virginia
$72.8M +$15.9M +31,126 +28%
RC
1021
RDST Capital
Washington
$72.7M -$9.12M -17,885 -11%
WCM
1022
Wedge Capital Management
North Carolina
$72.7M -$1.13M -2,222 -2%
PAG
1023
Private Advisory Group
Washington
$72.6M +$1.59M +3,112 +2%
BFO
1024
Boston Family Office
Massachusetts
$72.3M -$261K -512 -0.4%
AFG
1025
Albion Financial Group
Utah
$72.2M +$183K +359 +0.3%

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.