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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
CFS
1951
CRA Financial Services
New Jersey
$21.3M -$185K -362 -0.9%
ACP
1952
Aviance Capital Partners
Florida
$21.3M +$519K +1,017 +3%
UWM
1953
Udine Wealth Management
Florida
$21.2M +$440K +862 +2%
JHCP
1954
Jackson Hole Capital Partners
Oklahoma
$21.2M -$185K -362 -0.9%
HDA
1955
Harold Davidson & Associates
California
$21.2M +$3.19M +6,256 +18%
KCPG
1956
Kavar Capital Partners Group
Kansas
$21.2M +$100K +197 +0.5%
OL
1957
one8zero8 LLC
North Carolina
$21.2M +$916K +1,795 +5%
BMWM
1958
Brown Miller Wealth Management
Virginia
$21.2M +$173K +340 +0.8%
TCM
1959
Thames Capital Management
New Jersey
$21.2M
CA
1960
Claro Advisors
Massachusetts
$21.1M -$501K -982 -2%
RBC
1961
Romano Brothers & Co
Illinois
$21.1M +$207K +406 +1%
UHC
1962
Union Heritage Capital
Michigan
$21.1M
WAS
1963
Winch Advisory Services
Wisconsin
$21.1M -$122K -240 -0.6%
QC
1964
Quent Capital
New York
$21.1M +$302K +592 +1%
BDL
1965
Banque de Luxembourg
Luxembourg
$21M -$1.06M -2,082 -5%
BE
1966
Bonness Enterprises
District of Columbia
$21M
BCA
1967
Bay Colony Advisors
Massachusetts
$21M +$1.37M +2,684 +7%
ICP
1968
Impact Capital Partners
Colorado
$21M +$1.12M +2,189 +6%
SFP
1969
Shepherd Financial Partners
Massachusetts
$21M -$11.2K -22 -0.1%
BFG
1970
Berger Financial Group
Minnesota
$21M -$12.2K -24 -0.1%
SDH
1971
Sloy Dahl & Holst
Washington
$21M +$13M +25,576 +171%
WFG
1972
Wills Financial Group
Virginia
$21M -$262K -514 -1%
GAM
1973
Grandview Asset Management
Pennsylvania
$20.9M +$505K +990 +3%
ISB
1974
Iowa State Bank
Iowa
$20.9M -$207K -405 -1%
TNA
1975
True North Advisors
Texas
$20.9M +$7.13M +13,981 +53%

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.