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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
PT
1701
Plimoth Trust
Massachusetts
$27.4M -$707K -1,386 -3%
VAS
1702
Valicenti Advisory Services
New York
$27.4M -$611K -1,198 -2%
RIA
1703
Regal Investment Advisors
Michigan
$27.4M +$672K +1,317 +3%
WPW
1704
Waldron Private Wealth
Pennsylvania
$27.4M +$1.03M +2,021 +4%
CAM
1705
Cypress Asset Management
Texas
$27.4M -$402K -788 -1%
AAS
1706
Ameritas Advisory Services
Nebraska
$27.3M +$11.5M +22,548 +75%
HTIM
1707
Harbour Trust & Investment Management
Indiana
$27.3M +$781K +1,530 +3%
Hotchkis & Wiley Capital Management
1708
Hotchkis & Wiley Capital Management
California
$27.3M -$113M -221,741 -81%
CHC
1709
City Holding Co
West Virginia
$27.2M -$134K -262 -0.5%
CI
1710
Conning Inc
Connecticut
$27.2M -$720K -1,411 -3%
LPCM
1711
Lynwood Price Capital Management
Texas
$27.2M
CIC
1712
Canal Insurance Company
South Carolina
$27.2M -$5.1M -10,000 -16%
CCM
1713
Copeland Capital Management
Pennsylvania
$27.2M -$1.26M -2,466 -4%
CCM
1714
Canal Capital Management
Virginia
$27.1M -$158K -310 -0.6%
DCM
1715
Decatur Capital Management
Georgia
$27.1M +$266K +522 +1%
LIM
1716
Lathrop Investment Management
Arkansas
$27.1M -$384K -752 -1%
DSA
1717
Davis Selected Advisers
Arizona
$27.1M -$99.8M -195,650 -79%
MSFS
1718
Main Street Financial Solutions
Pennsylvania
$27.1M +$3.68M +7,205 +16%
NAM
1719
NTV Asset Management
West Virginia
$27M -$240K -470 -0.9%
GM
1720
GeoWealth Management
Illinois
$27M +$4.69M +9,201 +21%
CPBTD
1721
Central Pacific Bank - Trust Division
Hawaii
$27M -$136K -266 -0.5%
LG
1722
Leuthold Group
Minnesota
$27M +$902K +1,768 +4%
RWM
1723
RKL Wealth Management
Pennsylvania
$26.9M -$3.18M -6,228 -11%
SF
1724
Symphony Financial
Texas
$26.9M -$1.87M -3,661 -7%
SDJVC
1725
St. Denis J. Villere & Co
Louisiana
$26.8M -$490K -960 -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.