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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
MCM
1801
Monarch Capital Management
Indiana
$25.1M -$350K -686 -1%
FM
1802
Family Management
New York
$25.1M +$241K +473 +1%
WF
1803
Wayfinding Financial
Washington
$25.1M -$27K -53 -0.1%
MSAM
1804
Moloney Securities Asset Management
Missouri
$25M -$1.41M -2,767 -5%
WCM
1805
Weik Capital Management
Pennsylvania
$25M -$253K -496 -1%
TE
1806
Tema ETFs
New York
$25M +$24.6M +48,208 New
IFWM
1807
Institute for Wealth Management
Colorado
$24.9M -$333K -653 -1%
VSI
1808
Verde Servicos Internacionais
Brazil
$24.9M +$1.45M +2,834 +6%
VCM
1809
Versant Capital Management
Arizona
$24.9M +$913K +1,789 +4%
RP
1810
Rowlandmiller & Partners
Georgia
$24.9M -$1.48M -2,910 -6%
MWAM
1811
Manhattan West Asset Management
California
$24.9M -$265K -519 -1%
SFG
1812
SevenBridge Financial Group
Pennsylvania
$24.8M -$1.82M -3,571 -7%
HC
1813
Hendley & Co
Ohio
$24.8M -$342K -670 -1%
OAG
1814
Orbis Allan Gray
Bermuda
$24.8M -$7.87M -15,437 -24%
PCG
1815
PFC Capital Group
California
$24.8M -$223K -437 -0.9%
VBA
1816
von Borstel & Associates
Oregon
$24.8M +$24.6M +48,255 +6,777%
ACA
1817
Aspire Capital Advisors
Washington
$24.7M +$774K +1,518 +3%
SGI
1818
Summit Global Investments
Utah
$24.7M -$451K -884 -2%
AWP
1819
Ascent Wealth Partners
New York
$24.7M -$116K -228 -0.5%
IC
1820
Inscription Capital
Texas
$24.7M +$2.47M +4,836 +11%
HCM
1821
Harvey Capital Management
Florida
$24.6M -$2.18M -4,280 -8%
RSS
1822
Rosenblum Silverman Sutton
California
$24.6M -$199K -390 -0.8%
FCM
1823
Fogel Capital Management
Florida
$24.6M -$30.1K -59 -0.1%
LOM
1824
LTS One Management
New York
$24.6M -$765K -1,500 -3%
TYCC
1825
Texas Yale Capital Corp
Florida
$24.6M +$89.3K +175 +0.4%

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.