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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
WIC
1401
Woodmont Investment Counsel
Tennessee
$39M -$3.92M -7,679 -9%
PTC
1402
Private Trust Company
Ohio
$38.9M -$17.3K -34 -0%
SGM
1403
Seven Grand Managers
New York
$38.8M -$24.4M -47,793 -39%
VC
1404
Vicus Capital
Pennsylvania
$38.8M -$285K -558 -0.7%
MCM
1405
Mitchell Capital Management
Kansas
$38.8M +$1.93M +3,783 +5%
SS
1406
Sunbelt Securities
Texas
$38.7M +$2.18M +4,283 +6%
PPW
1407
Parcion Private Wealth
Washington
$38.7M +$975K +1,912 +3%
MCM
1408
Makena Capital Management
California
$38.6M -$1.86M -3,642 -5%
IBOK
1409
Independence Bank of Kentucky
Kentucky
$38.6M +$1.27M +2,494 +3%
ANHIM
1410
Alan N. Hoffman Investment Management
Massachusetts
$38.5M -$16.3K -32 -0%
HIM
1411
Hillsdale Investment Management
Ontario, Canada
$38.5M +$4.49M +8,808 +13%
NGA
1412
Naples Global Advisors
Florida
$38.5M +$950K +1,863 +3%
PFM
1413
Premier Fund Managers
United Kingdom
$38.5M +$697K +1,366 +2%
JIR
1414
James Investment Research
Ohio
$38.5M -$443K -869 -1%
HBT
1415
Hills Bank & Trust
Iowa
$38.4M -$684K -1,340 -2%
SPC
1416
Spirepoint Private Client
Florida
$38.4M -$5.1K -10 -0%
CVA
1417
Ceredex Value Advisors
Florida
$38.4M -$10.7M -21,033 -22%
NC
1418
NZS Capital
Colorado
$38.4M
PA
1419
Perennial Advisors
New York
$38.2M +$54.6K +107 +0.1%
BLAM
1420
Bourne Lent Asset Management
New York
$38.1M -$377K -740 -1%
TCM
1421
Tufton Capital Management
Maryland
$38.1M -$238K -466 -0.6%
NFG
1422
Nations Financial Group
Iowa
$38.1M +$631K +1,236 +2%
HCM
1423
Hilton Capital Management
New York
$38M -$1.89M -3,702 -5%
DAC
1424
Dividend Assets Capital
South Carolina
$38M -$385K -755 -1%
IB
1425
Intrust Bank
Kansas
$37.9M +$62.2K +122 +0.2%

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.