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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
DR
2001
Davis Rea
Ontario, Canada
$20.4M -$2.67M -5,230 -12%
TL
2002
Tradewinds LLC
North Carolina
$20.4M +$19.4M +38,099 +2,979%
WCA
2003
Westover Capital Advisors
Delaware
$20.4M +$365K +716 +2%
PR
2004
Payden & Rygel
California
$20.4M -$5.66M -11,100 -22%
BAM
2005
Brave Asset Management
New Jersey
$20.3M +$660K +1,293 +3%
MMPW
2006
Mitchell McLeod Pugh & Williams
Alabama
$20.3M +$436K +854 +2%
IA
2007
Intellus Advisors
Florida
$20.2M -$14.8K -29 -0.1%
SIA
2008
SeaBridge Investment Advisors
New Jersey
$20.2M +$381K +747 +2%
CCAM
2009
Codex Capital Asset Management
Texas
$20.2M
CWP
2010
Concord Wealth Partners
Virginia
$20.2M -$19.4K -38 -0.1%
AFGAS
2011
Allegiance Financial Group Advisory Services
Virginia
$20.2M +$91.8K +180 +0.5%
BB
2012
Bell Bank
North Dakota
$20.1M +$200K +392 +1%
HIP
2013
Harrell Investment Partners
Texas
$20.1M -$228K -446 -1%
4WM
2014
44 Wealth Management
Oregon
$20.1M -$427K -838 -2%
TPI
2015
Trust Point Inc
Wisconsin
$20.1M -$561K -1,100 -3%
PCR
2016
Potrero Capital Research
California
$20M
RGC
2017
Roberts, Glore & Co
Illinois
$20M -$627K -1,229 -3%
MA
2018
MSA Advisors
California
$20M
HCM
2019
Huber Capital Management
California
$20M +$518K +1,015 +3%
WKWM
2020
Walter & Keenan Wealth Management
Indiana
$20M -$391K -766 -2%
HIC
2021
Harbor Island Capital
Massachusetts
$20M
TP
2022
Tranquility Partners
Tennessee
$19.9M +$325K +638 +2%
WAG
2023
Winthrop Advisory Group
Massachusetts
$19.9M +$7.14K +14 +0%
IAS
2024
Investment Advisory Services
Texas
$19.9M -$148K -290 -0.8%
EWM
2025
Elevatus Welath Management
New York
$19.8M +$3.15M +6,175 +19%

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.