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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
LFA
2076
Legacy Financial Advisors
Kentucky
$18.6M +$332K +650 +2%
DWP
2077
Destiny Wealth Partners
Florida
$18.5M +$637K +1,249 +4%
SWA
2078
SOA Wealth Advisors
New York
$18.5M +$124K +243 +0.2%
MP
2079
Maestria Partners
Georgia
$18.5M
PL
2080
Plancorp LLC
Missouri
$18.5M -$1.22M -2,389 -6%
AF
2081
Arrow Financial
New York
$18.5M -$11.7K -23 -0.1%
PTP
2082
Platform Technology Partners
New York
$18.4M -$46.9K -92 -0.3%
AIM
2083
Adapt Investment Managers
Switzerland
$18.4M -$15.3M -30,000 -46%
STAS
2084
Strong Tower Advisory Services
Minnesota
$18.4M -$158K -310 -0.9%
ISFAN
2085
Investor's Fiduciary Advisor Network
Washington
$18.4M -$167K -327 -0.9%
AWM
2086
Aries Wealth Management
Maine
$18.4M +$170K +334 +0.9%
KA
2087
Klingman & Associates
New York
$18.4M +$761K +1,492 +4%
TIP
2088
Torray Investment Partners
Maryland
$18.4M -$587K -1,151 -3%
NMG
2089
New Millennium Group
Utah
$18.4M +$1.79M +3,518 +11%
WP
2090
Westmount Partners
California
$18.4M -$102K -200 -0.6%
GWSG
2091
GPS Wealth Strategies Group
Colorado
$18.3M -$173K -340 -1%
HWAM
2092
Hennion & Walsh Asset Management
New Jersey
$18.3M -$31.1K -61 -0.2%
PGA
2093
Portland Global Advisors
Maine
$18.3M -$174K -341 -1%
VBFG
2094
Vishria Bird Financial Group
Tennessee
$18.3M +$220K +431 +1%
QWP
2095
Quotient Wealth Partners
Texas
$18.3M +$405K +793 +2%
GCM
2096
Greenland Capital Management
New York
$18.3M +$3.7M +7,247 +26%
WEG
2097
World Equity Group
Illinois
$18.3M +$3.05M +5,976 +20%
BWS
2098
Buck Wealth Strategies
Colorado
$18.3M +$435K +853 +2%
BPC
2099
Bearing Point Capital
Minnesota
$18.3M -$31.1K -61 -0.2%
BFA
2100
Benedict Financial Advisors
Georgia
$18.2M -$665K -1,304 -4%

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.