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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
BWP
1651
Balboa Wealth Partners
Arizona
$29.1M +$415K +814 +1%
CA
1652
Cache Advisors
California
$29M +$6.61M +12,965 +30%
SWA
1653
Stratos Wealth Advisors
Ohio
$28.9M +$769K +1,508 +3%
SIG
1654
Sargent Investment Group
Maryland
$28.9M +$296K +581 +1%
CCPM
1655
Cooper Creek Partners Management
New York
$28.9M -$4.96M -9,726 -15%
WBC
1656
West Branch Capital
Massachusetts
$28.8M +$133K +261 +0.5%
AGM
1657
Aragon Global Management
Florida
$28.8M
CPA
1658
Court Place Advisors
Maryland
$28.7M -$366K -717 -1%
HW
1659
Hamilton Wealth
California
$28.7M +$652K +1,279 +2%
SW
1660
Simplicity Wealth
New Jersey
$28.6M -$17.5M -34,238 -38%
AWM
1661
Avior Wealth Management
Nebraska
$28.6M -$1.11M -2,176 -4%
SC
1662
SummitTX Capital
Texas
$28.6M -$17.6M -34,488 -38%
CAG
1663
Csenge Advisory Group
Florida
$28.6M -$1.75M -3,430 -6%
CP
1664
Capital Planning
Washington
$28.5M -$203K -397 -0.7%
SACTSONJ
1665
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$28.5M -$357K -700 -1%
NG
1666
NatWest Group
United Kingdom
$28.5M +$5.7M +11,176 +26%
BSC
1667
Brown Shipley & Co
United Kingdom
$28.4M -$825K -1,617 -3%
DIM
1668
Delta Investment Management
California
$28.4M -$1.08M -2,112 -4%
EAMA
1669
EFG Asset Management (Americas)
Florida
$28.4M -$1.51M -2,954 -5%
KFGK
1670
Keystone Financial Group (Kentucky)
Kentucky
$28.3M +$2.74M +5,373 +11%
WAM
1671
Weiss Asset Management
Massachusetts
$28.3M +$27.8M +54,583 New
GWM
1672
Greenwich Wealth Management
Connecticut
$28.3M +$31.1K +61 +0.1%
AIIMS
1673
Analyst IMS Investment Management Services
Israel
$28.2M +$1.65M +3,228 +6%
YDMI
1674
Y.D. More Investments
Israel
$28.2M +$2.11M +4,137 +8%
TAMH
1675
Taikang Asset Management (HK)
Hong Kong
$28.1M -$2.35M -4,600 -8%

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.