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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
AWA
1776
Arete Wealth Advisors
Illinois
$25.7M -$213K -418 -0.8%
SNB
1777
Security National Bank
Nebraska
$25.7M +$447K +876 +2%
CCM
1778
Condor Capital Management
New Jersey
$25.7M -$110K -216 -0.4%
NA
1779
Nordwand Advisors
Pennsylvania
$25.6M +$1.42M +2,779 +6%
RCAG
1780
Rehmann Capital Advisory Group
Michigan
$25.6M -$440K -863 -2%
DDPIC
1781
Deroy & Devereaux Private Investment Counsel
Michigan
$25.6M -$208K -407 -0.8%
LCC
1782
Lincoln Capital Corp
Rhode Island
$25.6M +$29.6K +58 +0.1%
FFA
1783
Fragasso Financial Advisors
Pennsylvania
$25.6M -$1.35M -2,652 -5%
HCA
1784
Harbor Capital Advisors
Illinois
$25.6M +$614K +1,203 +2%
BAM
1785
Bell Asset Management
Australia
$25.5M -$6.9M -13,524 -22%
ERIC
1786
Eagle Rock Investment Company
Georgia
$25.4M -$29.6K -58 -0.1%
TM
1787
Thiel Macro
California
$25.4M +$25M +49,000 New
RWM
1788
Rench Wealth Management
Texas
$25.4M +$35.2K +69 +0.1%
CCT
1789
Chemung Canal Trust
New York
$25.3M -$303K -593 -1%
FI
1790
Financial Insights
Washington
$25.3M +$231K +452 +0.9%
ZDA
1791
Zweig-DiMenna Associates
New York
$25.3M +$5.33M +10,450 +27%
APSI
1792
Asset Planning Services Inc
Louisiana
$25.2M +$74K +145 +0.3%
GPSPJS
1793
General Pension Society PZU Joint Stock
Poland
$25.2M
SWM
1794
Silverlake Wealth Management
Vermont
$25.2M -$47.4K -93 -0.2%
GEM
1795
Global Endowment Management
North Carolina
$25.2M +$20.7M +40,523 +499%
MWM
1796
Marietta Wealth Management
Georgia
$25.2M +$377K +739 +2%
MSFP
1797
Mark Sheptoff Financial Planning
Connecticut
$25.2M -$31.1K -61 -0.1%
WIA
1798
Westbourne Investment Advisors
Maryland
$25.2M +$332K +650 +1%
MWA
1799
Miller Wealth Advisors
Colorado
$25.1M +$569K +1,116 +2%
MIG
1800
McGuire Investment Group
Rhode Island
$25.1M -$212K -416 -0.9%

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.