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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
CFSG
1476
Community Financial Services Group
Vermont
$36.2M +$47.4K +93 +0.1%
CCWM
1477
Cassaday & Co Wealth Management
Virginia
$36.1M +$501K +983 +1%
DA
1478
Denali Advisors
California
$36.1M -$12.7M -24,976 -26%
RDWM
1479
Red Door Wealth Management
Tennessee
$36M +$713K +1,398 +2%
P
1480
Pitcairn
Pennsylvania
$35.9M -$9.59M -18,806 -21%
FM
1481
Foster & Motley
Ohio
$35.9M +$2.9M +5,686 +9%
Hudson Bay Capital Management
1482
Hudson Bay Capital Management
Connecticut
$35.9M -$24.5M -47,944 -41%
CIC
1483
Cutler Investment Counsel
Oregon
$35.9M -$1.09M -2,140 -3%
NG
1484
Norden Group
Utah
$35.9M +$4.54M +8,893 +15%
PA
1485
Procyon Advisors
Connecticut
$35.9M -$1.33M -2,606 -4%
SWM
1486
Segment Wealth Management
Texas
$35.8M -$50.5K -99 -0.1%
GCM
1487
Goldstream Capital Management
Hong Kong
$35.8M +$5.21M +10,212 +17%
MTIC
1488
Missouri Trust & Investment Company
Missouri
$35.6M +$37.2K +73 +0.1%
PWW
1489
Pettyjohn Wood & White
Virginia
$35.6M -$56.6K -111 -0.2%
FMWA
1490
Forvis Mazars Wealth Advisors
Missouri
$35.6M +$991K +1,943 +3%
PCMC
1491
Paragon Capital Management (Colorado)
Colorado
$35.6M -$797K -1,562 -2%
GGS
1492
Galvin Gaustad & Stein
Arizona
$35.5M -$467K -916 -1%
SI
1493
Sora Investors
Pennsylvania
$35.5M +$2.91M +5,707 +9%
HIC
1494
Holderness Investments Company
North Carolina
$35.4M -$1.1M -2,152 -3%
PTB
1495
Pioneer Trust Bank
Oregon
$35.4M -$89.3K -175 -0.3%
PCTC
1496
Perkins Coie Trust Company
Washington
$35.4M +$2.42M +4,753 +7%
GAG
1497
GM Advisory Group
New York
$35.4M -$665K -1,304 -2%
BWM
1498
Buckley Wealth Management
Nevada
$35.3M -$557K -1,092 -2%
WSC
1499
Wellington Shields & Co
New York
$35.3M -$309K -606 -0.9%
MYLI
1500
Meiji Yasuda Life Insurance
Japan
$35.3M +$619K +1,213 +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.