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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
ERWM
1726
Elk River Wealth Management
Colorado
$26.8M -$226K -443 -0.8%
PCM
1727
Princeton Capital Management
New Jersey
$26.8M -$144K -282 -0.5%
LTI
1728
Laffer Tengler Investments
Tennessee
$26.8M +$2.25M +4,409 +9%
KA
1729
Kovack Advisors
Florida
$26.7M -$2.85M -5,594 -10%
SWM
1730
Stockman Wealth Management
Montana
$26.7M -$319K -625 -1%
MIP
1731
Marietta Investment Partners
Wisconsin
$26.7M -$96.9K -190 -0.4%
CWP
1732
CFM Wealth Partners
Texas
$26.6M +$500K +981 +2%
NAS
1733
Nicolet Advisory Services
Wisconsin
$26.6M +$91.3K +179 +0.4%
BFM
1734
Boothbay Fund Management
New York
$26.6M -$8.37M -16,406 -24%
SFO
1735
Stenger Family Office
Illinois
$26.5M +$3.28M +6,421 +15%
MWM
1736
Mattern Wealth Management
Kansas
$26.5M -$2.31M -4,533 -8%
MA
1737
MONECO Advisors
Connecticut
$26.5M +$1.28M +2,505 +5%
DLCIG
1738
D.L. Carlson Investment Group
New Hampshire
$26.5M +$669K +1,311 +3%
HW
1739
Hedeker Wealth
Illinois
$26.5M +$2.91M +5,703 +13%
NW
1740
Naviter Wealth
Arkansas
$26.4M +$1.47M +2,876 +6%
ARAM
1741
Ardmore Road Asset Management
New York
$26.4M +$510K +1,000 +2%
SAM
1742
Strategy Asset Managers
California
$26.4M -$537K -1,053 -2%
MPM
1743
MBB Public Markets
Illinois
$26.4M -$6.12M -12,000 -19%
MAM
1744
Mystic Asset Management
Rhode Island
$26.4M -$167K -327 -0.6%
1IA
1745
1834 Investment Advisors
Wisconsin
$26.4M -$17.9K -35 -0.1%
Koshinski Asset Management
1746
Koshinski Asset Management
Illinois
$26.3M +$296K +580 +1%
GFP
1747
Gryphon Financial Partners
Ohio
$26.3M +$964K +1,889 +4%
CWM
1748
Connecticut Wealth Management
Connecticut
$26.3M +$1.1M +2,158 +4%
HFS
1749
Haverford Financial Services
Pennsylvania
$26.3M -$1.32M -2,579 -5%
DWM
1750
Diversify Wealth Management
Utah
$26.3M +$792K +1,552 +3%

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.