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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
CCT
1876
Capital City Trust
Florida
$23.4M -$710K -1,392 -3%
CFP
1877
Catalyst Financial Partners
Massachusetts
$23.4M +$636K +1,246 +3%
SBWIC
1878
Schaper Benz & Wise Investment Counsel
Wisconsin
$23.4M +$697K +1,366 +3%
PAMG
1879
Patton Albertson Miller Group
Tennessee
$23.4M +$1.92M +3,761 +9%
JSC
1880
Jackson Square Capital
California
$23.4M +$3.11M +6,097 +16%
BCM
1881
Barrier Capital Management
California
$23.3M +$2.9M +5,685 +14%
RMSCM
1882
R.M. Sincerbeaux Capital Management
New York
$23.3M
AL
1883
Aspiriant LLC
California
$23.3M -$996K -1,953 -4%
BHBT
1884
Burke & Herbert Bank & Trust
Virginia
$23.3M -$233K -457 -1%
TSM
1885
Two Star Manager
Florida
$23.2M +$4.74M +9,283 +26%
CA
1886
Continuum Advisory
Idaho
$23.1M -$386K -756 -2%
TM
1887
TigerOak Management
New Mexico
$23.1M +$83.2K +163 +0.4%
CBTWT
1888
Community Bank & Trust (Waco, Texas)
Texas
$23.1M -$128K -251 -0.6%
MFA
1889
Mayflower Financial Advisors
Massachusetts
$23.1M +$1.13M +2,212 +5%
SC
1890
Scholtz & Company
Connecticut
$22.9M -$596K -1,169 -3%
AA
1891
Advisory Alpha
Michigan
$22.9M +$1.2M +2,357 +6%
TC
1892
TownSquare Capital
Utah
$22.9M -$13.9M -27,331 -38%
BCP
1893
Bluegrass Capital Partners
Florida
$22.8M +$1.28M +2,500 +6%
JPMIA
1894
J.P. Marvel Investment Advisors
Massachusetts
$22.7M +$181K +354 +0.8%
SM
1895
STF Management
Texas
$22.7M -$541K -1,061 -2%
FPGK
1896
Financial Partners Group (Kansas)
Kansas
$22.7M +$470K +922 +2%
Walleye Trading
1897
Walleye Trading
New York
$22.7M +$22.3M +43,765 New
YLHM
1898
Yelin Lapidot Holdings Management
Israel
$22.6M +$700K +1,372 +3%
SQA
1899
Simon Quick Advisors
New Jersey
$22.6M +$1.72M +3,373 +8%
NFT
1900
Nan Fung Trinity
Hong Kong
$22.5M +$2.3M +4,512 +12%

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.