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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
MCWS
1851
McKinley Carter Wealth Services
West Virginia
$23.9M -$392K -768 -2%
FAM
1852
Formidable Asset Management
Ohio
$23.9M -$80.1K -157 -0.3%
HNB
1853
Hilltop National Bank
Wyoming
$23.9M +$15.3K +30 +0.1%
RIG
1854
Renaissance Investment Group
Massachusetts
$23.9M -$52.5K -103 -0.2%
NNPTE
1855
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$23.9M +$17.5M +34,258 +290%
LSA
1856
L & S Advisors
California
$23.9M -$600K -1,177 -2%
APP
1857
Avantax Planning Partners
Iowa
$23.8M +$1.91M +3,743 +9%
BIA
1858
Biondo Investment Advisors
Pennsylvania
$23.8M -$251K -493 -1%
AA
1859
Armis Advisers
Georgia
$23.8M +$4.72M +9,253 +25%
CAM
1860
Cozad Asset Management
Illinois
$23.8M -$170K -334 -0.7%
TCBWMS
1861
Texas Capital Bank Wealth Management Services
Texas
$23.7M +$5.61M +11,002 +32%
MCG
1862
McCollum Christoferson Group
New York
$23.7M +$770K +1,510 +3%
VW
1863
Vantage Wealth
California
$23.7M -$349K -685 -1%
LHC
1864
Little House Capital
Massachusetts
$23.7M +$959K +1,880 +4%
FWP
1865
FAS Wealth Partners
Kansas
$23.6M +$265K +519 +1%
OFG
1866
Oxford Financial Group
Indiana
$23.6M +$1.15M +2,263 +5%
ACM
1867
Adalta Capital Management
New York
$23.6M -$51K -100 -0.2%
PWAM
1868
Private Wealth Asset Management
Iowa
$23.6M +$96.4K +189 +0.4%
BHPW
1869
Beverly Hills Private Wealth
California
$23.6M -$242K -474 -1%
RCA
1870
Resonant Capital Advisors
Wisconsin
$23.6M -$161K -315 -0.7%
AWE
1871
Avidian Wealth Enterprises
Texas
$23.5M +$1.77M +3,478 +8%
ACM
1872
Accent Capital Management
Ohio
$23.5M +$328K +642 +1%
EPAM
1873
Evelyn Partners Asset Management
$23.5M +$686K +1,344 +3%
MAWA
1874
Moss Adams Wealth Advisors
Washington
$23.5M -$890K -1,745 -4%
WC
1875
Waterloo Capital
Texas
$23.5M +$1.74M +3,408 +8%

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.