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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
CAM
2026
Costello Asset Management
Pennsylvania
$19.8M +$618K +1,211 +3%
BFA
2027
Bill Few Associates
Pennsylvania
$19.8M -$144K -283 -0.7%
JAM
2028
JCIC Asset Management
Ontario, Canada
$19.8M +$19.5M +38,207 New
AA
2029
Alta Advisers
United Kingdom
$19.8M
TF
2030
Trek Financial
Arizona
$19.8M +$9.75M +19,115 +100%
LA
2031
LVW Advisors
New York
$19.8M +$2.02M +3,950 +12%
OIS
2032
Okabena Investment Services
Minnesota
$19.7M -$179K -350 -0.9%
VNA
2033
Valley National Advisers
Pennsylvania
$19.7M -$3.37M -6,610 -15%
SFG
2034
Snider Financial Group
Washington
$19.7M -$1.48M -2,898 -7%
AA
2035
Apriem Advisors
California
$19.6M -$440K -862 -2%
TBT
2036
Texas Bank & Trust
Texas
$19.6M -$68.9K -135 -0.4%
BA
2037
Baugh & Associates
Georgia
$19.4M -$556K -1,089 -3%
ADL
2038
Asset Dedication LLC
California
$19.4M -$470K -922 -2%
WIS
2039
Wright Investors Service
Connecticut
$19.4M -$1.1M -2,164 -5%
GCM
2040
Gibraltar Capital Management
Oklahoma
$19.3M -$1.01M -1,982 -5%
AT
2041
American Trust
Kentucky
$19.3M -$413K -809 -2%
BWM
2042
BNC Wealth Management
Oregon
$19.3M -$276K -542 -1%
MCM
2043
Mattern Capital Management
Colorado
$19.3M -$437K -856 -2%
FFS
2044
Fischer Financial Services
Pennsylvania
$19.2M -$119K -234 -0.6%
APWM
2045
Argonautica Private Wealth Management
Massachusetts
$19.2M -$41.8K -82 -0.2%
AF
2046
Apollon Financial
South Carolina
$19.2M +$782K +1,533 +4%
OCAM
2047
Owl Creek Asset Management
New York
$19.2M
HCM
2048
Hall Capital Management
Rhode Island
$19.2M -$117K -230 -0.6%
WAS
2049
WESPAC Advisors SoCal
California
$19.1M -$241K -473 -1%
MJP
2050
Michael J. Puzo
$19.1M -$45.4K -89 -0.2%

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.