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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
HKIM
1601
Hayek Kallen Investment Management
Alabama
$30.8M -$325K -638 -1%
KC
1602
Knuff & Co
California
$30.7M -$4.08K -8 -0%
AA
1603
Altrafin AG
$30.7M +$623K +1,222 +2%
CAAS
1604
Capital Asset Advisory Services
Michigan
$30.6M +$214K +420 +0.7%
CWA
1605
Consilio Wealth Advisors
Washington
$30.5M +$137K +269 +0.5%
MCM
1606
Mengis Capital Management
Oregon
$30.5M -$192K -376 -0.6%
PAM
1607
Peak Asset Management
Colorado
$30.5M -$583K -1,143 -2%
CCFCSB
1608
Cape Cod Five Cents Savings Bank
Massachusetts
$30.4M
PM
1609
Phraction Management
Connecticut
$30.4M +$19.4K +38 +0.1%
FAM
1610
Fulcrum Asset Management
United Kingdom
$30.3M -$829K -1,626 -3%
NHT
1611
New Hampshire Trust
New Hampshire
$30.3M -$86.7K -170 -0.3%
GWM
1612
GDS Wealth Management
Texas
$30.3M +$1.6M +3,133 +6%
VA
1613
Valmark Advisers
Ohio
$30.3M -$1.46M -2,865 -5%
SWM
1614
SeaCrest Wealth Management
New York
$30.2M -$4.01M -7,863 -12%
CB
1615
Community Bank
New York
$30.1M +$150K +295 +0.5%
GA
1616
GFS Advisors
Texas
$30M -$1M -1,967 -3%
BL
1617
BFSG LLC
California
$29.9M +$189K +371 +0.6%
SFO
1618
Stokes Family Office
Louisiana
$29.9M +$1.06M +2,084 +4%
MC
1619
Middleton & Co
Massachusetts
$29.9M -$687K -1,346 -2%
KP
1620
Keel Point
Alabama
$29.9M +$74.5K +146 +0.3%
AIM
1621
Arcadia Investment Management
Michigan
$29.8M -$651K -1,277 -2%
RCP
1622
Rothschild Capital Partners
New York
$29.8M +$12.2K +24 +0%
MWA
1623
Meridian Wealth Advisors
Texas
$29.8M +$593K +1,163 +2%
SC
1624
Sepio Capital
Utah
$29.8M +$2.74M +5,363 +10%
AMCA
1625
Arthur M. Cohen & Associates
Illinois
$29.7M -$200K -392 -0.7%

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.