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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
MWM
1176
Moran Wealth Management
Florida
$55.5M -$822K -1,612 -1%
B
1177
Bensler
Washington
$55.5M -$731K -1,432 -1%
LW
1178
Linscomb Wealth
Texas
$55.4M +$1.03M +2,011 +2%
AOI
1179
Auto-Owners Insurance
Michigan
$55.3M -$353K -692 -0.6%
BTI
1180
Blue Trust Inc
Georgia
$55.1M -$284K -557 -0.5%
EFS
1181
Essex Financial Services
Connecticut
$55M -$503K -986 -0.9%
JIC
1182
Joel Isaacson & Co
New York
$55M +$2.74M +5,373 +5%
RSVP
1183
Ramsay Stattman Vela & Price
Colorado
$54.8M -$1.15M -2,264 -2%
OIC
1184
Orion Investment Company
Missouri
$54.7M +$48K +94 +0.1%
TCM
1185
Twin Capital Management
Pennsylvania
$54.5M -$13.6M -26,679 -20%
AIMCA
1186
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$54.5M +$2.31M +4,523 +4%
WSCM
1187
Wellington Shields Capital Management
New York
$54.3M -$243K -477 -0.5%
AF
1188
Alerus Financial
North Dakota
$54.3M -$1.6M -3,134 -3%
JFGIW
1189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53.9M +$1.7M +3,332 +3%
TFS
1190
Thoroughbred Financial Services
Tennessee
$53.9M +$603K +1,182 +1%
Financial Engines Advisors
1191
Financial Engines Advisors
California
$53.8M -$1.25M -2,442 -2%
CC
1192
Cornerstone Capital
California
$53.7M -$580K -1,137 -1%
HT
1193
Heritage Trust
Oklahoma
$53.6M -$1.21M -2,367 -2%
EPIMS
1194
Evelyn Partners Investment Management Services
$53.5M +$735K +1,441 +1%
SMFG
1195
Sumitomo Mitsui Financial Group
Japan
$53.4M +$635K +1,244 +1%
AIM
1196
Anchor Investment Management
South Carolina
$53.4M +$194K +381 +0.4%
UAS
1197
United Asset Strategies
New York
$53.3M -$1.14M -2,227 -2%
QIM
1198
Quest Investment Management
Oregon
$53.2M -$612K -1,199 -1%
MIM
1199
Manitou Investment Management
Ontario, Canada
$53.2M -$415K -813 -0.8%
FMC
1200
First Merchants Corp
Indiana
$53.1M -$1.49M -2,930 -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.