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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
PEAK6
1901
PEAK6
Illinois
$22.5M +$22.2M +43,483 +1,449,433%
NAMM
1902
NorthStar Asset Management (Massachusetts)
Massachusetts
$22.5M +$339K +665 +2%
DWM
1903
Dynasty Wealth Management
Florida
$22.5M +$21.7M +42,470 +4,804%
LSV Asset Management
1904
LSV Asset Management
Illinois
$22.4M +$21.8M +42,723 +7,575%
NCGI
1905
Next Century Growth Investors
Minnesota
$22.4M +$2.06M +4,038 +10%
MKA
1906
M. Kulyk & Associates
Georgia
$22.4M -$106K -207 -0.5%
LSPW
1907
Lake Street Private Wealth
Illinois
$22.3M +$390K +765 +2%
SGA
1908
Strategic Global Advisors
California
$22.3M -$357K -700 -2%
KWM
1909
Keebeck Wealth Management
Illinois
$22.3M -$76.5K -150 -0.3%
MAM
1910
Morse Asset Management
Connecticut
$22.3M +$3.57K +7 +0%
LT
1911
Legacy Trust
Michigan
$22.2M +$2.8M +5,480 +15%
WA
1912
Wealth Alliance
New York
$22.2M +$324K +636 +2%
LC
1913
Lincoln Capital
Nebraska
$22.2M -$489K -958 -2%
CPRC
1914
Consolidated Portfolio Review Corp
New York
$22.2M +$753K +1,476 +4%
FIB
1915
First Interstate Bank
Montana
$22.1M -$123K -241 -0.6%
TNBTD
1916
Trustmark National Bank Trust Department
Mississippi
$22.1M +$222K +436 +1%
BCM
1917
Bourgeon Capital Management
Connecticut
$22.1M -$714K -1,400 -3%
QPW
1918
Quantum Private Wealth
Florida
$22M +$183K +358 +0.8%
HW
1919
HORAN Wealth
Ohio
$22M +$2.93M +5,743 +16%
SHFA
1920
SS&H Financial Advisors
Michigan
$22M -$15.3K -30 -0.1%
GSEP
1921
Golden State Equity Partners
California
$21.9M +$1.17M +2,295 +6%
FC
1922
Farley Capital
New York
$21.9M -$4.61M -9,033 -18%
SCA
1923
Sage Capital Advisors
South Dakota
$21.9M -$798K -1,564 -4%
AFCM
1924
Alta Fox Capital Management
Texas
$21.9M
CAC
1925
Core Alternative Capital
Georgia
$21.9M -$2.7M -5,298 -11%

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.