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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
KFS
1576
Kurt F. Somerville
$31.9M -$1.12M -2,187 -3%
BWL
1577
Bogart Wealth LLC
Virginia
$31.8M +$272K +533 +0.9%
CT
1578
Colonial Trust
South Carolina
$31.8M +$785K +1,539 +3%
BP
1579
Broadleaf Partners
Ohio
$31.7M -$405K -793 -1%
VCM
1580
Vision Capital Management
Oregon
$31.6M +$654K +1,283 +2%
HI
1581
Hendershot Investments
Virginia
$31.6M +$217K +426 +0.7%
TFA
1582
Toth Financial Advisory
Virginia
$31.5M -$839K -1,645 -3%
CVM
1583
Cheviot Value Management
California
$31.4M -$260K -509 -0.9%
XF
1584
XML Financial
Maryland
$31.3M -$293K -575 -0.9%
CFG
1585
Cooper Financial Group
California
$31.3M +$1.04M +2,040 +3%
CA
1586
Crewe Advisors
Utah
$31.2M +$30.7M +60,202 New
VF
1587
Virtu Financial
New York
$31.2M +$13.7M +26,782 +80%
AAMU
1588
APG Asset Management US
New York
$31.1M
LWANC
1589
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.1M -$120K -235 -0.4%
CSUI
1590
Cincinnati Specialty Underwriters Insurance
Ohio
$31.1M
CLC
1591
Charles-Lim Capital
Hong Kong
$31.1M +$30.6M +60,000 New
JA
1592
JLB & Associates
Michigan
$31.1M -$583K -1,143 -2%
WC
1593
Westwind Capital
New Mexico
$31.1M +$395K +774 +1%
AMM
1594
American Money Management
California
$31.1M +$147K +289 +0.5%
PDL
1595
Portfolio Design Labs
California
$31.1M +$15.9M +31,120 +108%
CCWA
1596
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31M -$809K -1,585 -3%
NIG
1597
NFJ Investment Group
Texas
$31M -$695K -1,362 -2%
SAM
1598
Smithbridge Asset Management
Pennsylvania
$30.9M -$431K -845 -1%
NS
1599
NBC Securities
Alabama
$30.9M +$369K +723 +1%
SB
1600
Strategic Blueprint
Georgia
$30.9M +$1.04M +2,048 +4%

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.