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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
IA
1626
Integrity Alliance
Iowa
$29.6M +$299K +586 +1%
GEA
1627
Glen Eagle Advisors
New Jersey
$29.6M +$1.13M +2,217 +4%
NM
1628
NWI Management
New York
$29.6M
WPP
1629
Whalerock Point Partners
Rhode Island
$29.5M -$96.9K -190 -0.3%
M
1630
MOTCO
Texas
$29.5M -$153K -300 -0.5%
AAM
1631
Augustine Asset Management
Florida
$29.4M -$60.7K -119 -0.2%
TFA
1632
Teamwork Financial Advisors
Texas
$29.3M -$5.78M -11,327 -17%
SAM
1633
Sompo Asset Management
Japan
$29.3M -$1.36M -2,671 -5%
RBA
1634
Richard Bernstein Advisors
New York
$29.3M -$33.3M -65,321 -54%
SI
1635
Symmetry Investments
Jersey
$29.3M +$6.32M +12,398 +28%
EAM
1636
EULAV Asset Management
Florida
$29.3M
RPGK
1637
Retirement Planning Group (Kansas)
Kansas
$29.3M +$14.7M +28,875 +104%
OAM
1638
Occidental Asset Management
California
$29.3M +$1.86M +3,649 +7%
BEAM
1639
Baker Ellis Asset Management
Washington
$29.2M +$514K +1,008 +2%
DIP
1640
DT Investment Partners
Pennsylvania
$29.2M -$735K -1,441 -2%
QFA
1641
Quattro Financial Advisors
Texas
$29.2M +$5.11M +10,008 +22%
SWM
1642
Sendero Wealth Management
Texas
$29.2M +$4.11M +8,062 +17%
PBC
1643
Pavion Blue Capital
California
$29.2M -$185K -362 -0.6%
PRRFG
1644
Paul R. Ried Financial Group
Washington
$29.2M +$1.04M +2,032 +4%
LJHT
1645
Laurie J. Hall Trustee
$29.2M -$633K -1,240 -2%
HIM
1646
Harbour Investment Management
Washington
$29.2M -$1.83M -3,581 -6%
RZH
1647
Relyea Zuckerberg Hanson
Connecticut
$29.2M +$430K +843 +2%
RWM
1648
Rockline Wealth Management
New York
$29.1M +$88.8K +174 +0.3%
CT
1649
Clearstead Trust
Maine
$29.1M -$230K -450 -0.8%
EFG
1650
Everhart Financial Group
Ohio
$29.1M +$1.4M +2,741 +5%

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.