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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
VT
1026
Vise Technologies
New York
$72.2M -$14.3M -28,121 -17%
LCS
1027
Levin Capital Strategies
New York
$72.1M +$536K +1,051 +0.8%
CB
1028
Cadence Bank
Mississippi
$71.9M +$92.8K +182 +0.1%
RC
1029
Roundview Capital
New Jersey
$71.9M +$29.6K +58 +0%
FAT
1030
First American Trust
California
$71.8M +$1.22M +2,394 +2%
CPH
1031
C Partners Holding
Switzerland
$71.4M
OPCM
1032
Osborne Partners Capital Management
California
$71.2M -$439K -860 -0.6%
GHA
1033
GW Henssler & Associates
Georgia
$71.1M +$7.81M +15,315 +13%
BAM
1034
Bellevue Asset Management
Washington
$70.9M -$691K -1,355 -1%
HTHT
1035
Hemenway Trust Hemenway Trust
New Hampshire
$70.9M -$2.55M -5,005 -4%
CDDEC
1036
Caisse Des Depots Et Consignations
France
$70.8M +$2.3M +4,512 +3%
LBC
1037
Lowe Brockenbrough & Co
Virginia
$70.7M +$632K +1,239 +0.9%
PIM
1038
Penobscot Investment Management
Massachusetts
$70.5M +$2.1M +4,108 +3%
SWM
1039
Spire Wealth Management
Virginia
$70.5M +$1.92M +3,757 +3%
ECM
1040
Everence Capital Management
Indiana
$70.4M
TBBL
1041
True Blue (BVI) Ltd
$70.2M
RSWM
1042
Robertson Stephens Wealth Management
California
$70.1M +$1.12M +2,190 +2%
GKWIM
1043
Gerber Kawasaki Wealth & Investment Management
California
$70.1M +$401K +786 +0.6%
CW
1044
CreativeOne Wealth
Kansas
$69.8M +$1.87M +3,662 +3%
SPC
1045
Sigma Planning Corp
Michigan
$69.8M -$400K -784 -0.6%
BWFA
1046
Baltimore-Washington Financial Advisors
Maryland
$69.6M +$865K +1,695 +1%
JWM
1047
Jackson Wealth Management
Florida
$69.3M +$686K +1,345 +1%
WDA
1048
Wendell David Associates
New Hampshire
$69.2M -$103K -202 -0.2%
BBI
1049
Baxter Bros Inc
Connecticut
$69M -$791K -1,551 -1%
HH
1050
Hilltop Holdings
Texas
$68.5M +$1.79M +3,503 +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.