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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
AAP
2051
Ardsley Advisory Partners
Connecticut
$19.1M -$2.55M -5,000 -12%
V
2052
VeraBank
Texas
$19.1M +$3.57K +7 +0%
BTD
2053
BankPlus Trust Department
Mississippi
$19.1M +$1.53M +3,001 +9%
OSNBOA
2054
Old Second National Bank of Aurora
Illinois
$19.1M -$542K -1,062 -3%
TWM
2055
Tradition Wealth Management
Minnesota
$19M +$748K +1,467 +4%
RWA
2056
Roberts Wealth Advisors
California
$19M -$574K -1,125 -3%
PAIM
2057
Punch & Associates Investment Management
Minnesota
$19M +$25K +49 +0.1%
DA
2058
Dover Advisors
Virginia
$19M -$83.2K -163 -0.4%
ACM
2059
Aljian Capital Management
Nevada
$18.9M +$162K +318 +0.9%
CNBTD
2060
Citizens National Bank Trust Department
Mississippi
$18.9M +$602K +1,181 +3%
MCM
2061
Maytus Capital Management
New York
$18.9M -$11.9M -23,249 -39%
LI
2062
Lafayette Investments
Maryland
$18.9M +$184K +361 +1%
CBT
2063
Central Bank & Trust
Kentucky
$18.8M -$171K -336 -0.9%
GBT
2064
Grove Bank & Trust
Florida
$18.8M -$655K -1,284 -3%
PAM
2065
Pegasus Asset Management
New York
$18.8M +$49.5K +97 +0.3%
TWM
2066
TLW Wealth Management
Florida
$18.8M -$620K -1,215 -3%
FNBTCON
2067
First National Bank & Trust Co of Newtown
Pennsylvania
$18.7M -$528K -1,035 -3%
HWMO
2068
Heritage Wealth Management (Ohio)
Ohio
$18.7M -$397K -779 -2%
MCM
2069
Manchester Capital Management
Vermont
$18.7M -$2.87M -5,635 -14%
TC
2070
TFR Capital
Texas
$18.7M +$315K +618 +2%
HCP
2071
Hamilton Capital Partners
Georgia
$18.7M -$2.3M -4,504 -11%
SSWM
2072
Strait & Sound Wealth Management
California
$18.6M +$12.2K +24 +0.1%
CA
2073
CV Advisors
Florida
$18.6M +$122K +239 +0.7%
AC
2074
Asio Capital
Kentucky
$18.6M +$1.75M +3,424 +11%
SAA
2075
Southeast Asset Advisors
Georgia
$18.6M +$2.72M +5,333 +17%

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.