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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
IEFM
1251
IQ EQ Fund Management
Ireland
$47.9M -$7.77M -15,225 -14%
CWG
1252
Cornerstone Wealth Group
North Carolina
$47.9M +$878K +1,721 +2%
PMG
1253
ProVise Management Group
Florida
$47.8M +$553K +1,084 +1%
OWCM
1254
One Wealth Capital Management
Arizona
$47.7M -$7.66M -15,014 -14%
IWA
1255
Icon Wealth Advisors
Texas
$47.7M -$1.33M -2,602 -3%
CA
1256
CapWealth Advisors
Tennessee
$47.6M -$393K -770 -0.8%
HWM
1257
Hohimer Wealth Management
Washington
$47.6M +$1.74M +3,410 +4%
CAM
1258
Columbia Asset Management
Michigan
$47.6M -$472K -925 -1%
JAG
1259
Journey Advisory Group
Kentucky
$47.4M -$289K -567 -0.6%
KIA
1260
Knollwood Investment Advisory
Maryland
$47.3M +$60.7K +119 +0.1%
LIM
1261
Leavell Investment Management
Alabama
$47.3M -$1.29M -2,533 -3%
RG
1262
Renaissance Group
Kentucky
$47.3M -$889K -1,743 -2%
ST
1263
Smithfield Trust
Pennsylvania
$47.2M -$19.4K -38 -0%
TCM
1264
Trybe Capital Management
Connecticut
$47.2M +$4.39M +8,604 +10%
FG
1265
Fiduciary Group
Georgia
$47.2M -$1.03M -2,018 -2%
FNFDCM
1266
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$47.2M -$387K -758 -0.8%
BL
1267
BWCP LP
Texas
$47.1M +$20.8M +40,761 +81%
MG
1268
Mather Group
Illinois
$47.1M +$1.81M +3,557 +4%
IPW
1269
Invictus Private Wealth
Colorado
$47M +$118K +232 +0.3%
GXJ
1270
Global X Japan
Japan
$47M +$2.99M +5,865 +7%
FFM
1271
Forum Financial Management
Illinois
$47M +$4.82M +9,455 +12%
PCM
1272
Palisade Capital Management
New Jersey
$46.9M +$3.2M +6,265 +7%
SAI
1273
Savvy Advisors Inc
New York
$46.8M +$1.76M +3,458 +4%
SW
1274
SlateStone Wealth
Florida
$46.6M -$952K -1,867 -2%
TS
1275
Tamar Securities
California
$46.6M -$465K -911 -1%

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.