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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
TPCM
1826
Two Point Capital Management
New York
$24.5M -$479K -939 -2%
DSC
1827
Duncker Streett & Co
Missouri
$24.5M -$19.4K -38 -0.1%
PCA
1828
Providence Capital Advisors
North Carolina
$24.5M +$490K +961 +2%
HBCM
1829
Heron Bay Capital Management
Michigan
$24.4M -$862K -1,689 -3%
CG
1830
CFO4Life Group
Texas
$24.4M +$2.84M +5,567 +13%
CWM
1831
Cordatus Wealth Management
Pennsylvania
$24.4M +$74K +145 +0.3%
SSI
1832
Scott & Selber Inc
Texas
$24.4M -$338K -662 -1%
WTA
1833
Washington Trust Advisors
Massachusetts
$24.4M -$452K -886 -2%
IP
1834
Isthmus Partners
Wisconsin
$24.4M -$103K -201 -0.4%
IJWM
1835
Inman Jager Wealth Management
Mississippi
$24.3M +$107K +209 +0.4%
SAW
1836
Signal Advisors Wealth
Michigan
$24.3M +$5.19M +10,168 +28%
HDIM
1837
Hanson & Doremus Investment Management
Vermont
$24.3M -$920K -1,804 -4%
SA
1838
Skyline Advisors
Washington
$24.3M -$27K -53 -0.1%
CA
1839
Claar Advisors
New York
$24.3M -$2.81M -5,508 -11%
MBT
1840
Montecito Bank & Trust
California
$24.2M +$23.9M +46,776 New
RA
1841
Ransom Advisory
Rhode Island
$24.2M -$372K -729 -2%
MCC
1842
Money Concepts Capital
Florida
$24.2M +$3.61M +7,081 +18%
HWA
1843
HCR Wealth Advisors
California
$24.2M -$39.3K -77 -0.2%
CPW
1844
Cove Private Wealth
New York
$24.1M +$25.5K +50 +0.1%
OC
1845
Oakworth Capital
Alabama
$24.1M +$446K +874 +2%
LWMM
1846
Legacy Wealth Management (Mississippi)
Mississippi
$24M -$2.82M -5,523 -11%
CPA
1847
Capital Planning Advisors
California
$24M -$365K -716 -2%
AMBIA
1848
Allen Mooney & Barnes Investment Advisors
Georgia
$24M -$477K -935 -2%
PWG
1849
Portside Wealth Group
Utah
$24M +$304K +595 +1%
GGI
1850
GPM Growth Investors
Michigan
$23.9M +$139K +273 +0.6%

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.