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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
AI
1926
Accredited Investors
Minnesota
$21.9M +$1.57M +3,068 +8%
1C
1927
111 Capital
France
$21.8M +$7.74M +15,177 +56%
AO
1928
Advisor OS
Illinois
$21.8M +$1.37M +2,695 +7%
FHWM
1929
Fox Hill Wealth Management
Massachusetts
$21.8M -$113K -222 -0.5%
ACM
1930
Allred Capital Management
Texas
$21.8M -$370K -725 -2%
LOPW
1931
Live Oak Private Wealth
North Carolina
$21.7M -$57.6K -113 -0.3%
PFS
1932
Physicians Financial Services
North Carolina
$21.7M -$295K -579 -1%
PFGIA
1933
Patriot Financial Group Insurance Agency
Massachusetts
$21.7M +$221K +434 +1%
HL
1934
HeadInvest LLC
Maine
$21.7M -$215K -421 -1%
PG
1935
Patten Group
Tennessee
$21.6M -$382K -749 -2%
AR
1936
Advisory Research
Illinois
$21.6M +$4.75M +9,320 +29%
1CP
1937
11 Capital Partners
Connecticut
$21.6M -$14.4M -28,200 -40%
CPL
1938
Capital & Planning LLC
Georgia
$21.6M -$10.7K -21 -0.1%
SA
1939
Sovran Advisors
California
$21.6M +$613K +1,202 +3%
UB
1940
Umpqua Bank
Oregon
$21.6M +$282K +552 +1%
LKIM
1941
Lawson Kroeker Investment Management
Nebraska
$21.6M -$830K -1,627 -4%
KC
1942
Kadensa Capital
Hong Kong
$21.6M +$21.2M +41,634 New
BAM
1943
Boyar Asset Management
New York
$21.5M -$212K -416 -1%
BRM
1944
Boston Research & Management
Massachusetts
$21.5M +$74.5K +146 +0.4%
GWANC
1945
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.5M +$193K +378 +0.9%
WA
1946
WBH Advisory
Maryland
$21.4M -$420K -823 -2%
IA
1947
IFG Advisory
Georgia
$21.4M -$706K -1,383 -3%
B
1948
BloombergSen
Ontario, Canada
$21.4M -$219K -429 -1%
WCM
1949
Whitener Capital Management
North Carolina
$21.4M +$18.9K +37 +0.1%
AWMS
1950
Advocacy Wealth Management Services
Georgia
$21.4M +$20.8M +40,817 +9,883%

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.