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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
CA
2126
CoreCap Advisors
Michigan
$17.9M +$1.22M +2,394 +7%
HWP
2127
Highline Wealth Partners
California
$17.9M +$5.63M +11,045 +47%
BIM
2128
Brentview Investment Management
Illinois
$17.9M +$635K +1,245 +4%
NIP
2129
Nicholas Investment Partners
California
$17.9M
NPPM
2130
North Point Portfolio Managers
Ohio
$17.8M -$164K -322 -0.9%
SWA
2131
Sax Wealth Advisors
New Jersey
$17.8M +$841K +1,649 +5%
DA
2132
DCM Advisors
New York
$17.8M -$1.07M -2,103 -6%
RCM
2133
Ravenstone Capital Management
$17.8M -$743K -1,457 -4%
GFA
2134
Gifford Fong Associates
California
$17.8M
DFA
2135
Delta Financial Advisors
Louisiana
$17.8M +$2.41M +4,715 +16%
OPTFSNA
2136
Old Point Trust & Financial Services N A
Virginia
$17.8M -$310K -608 -2%
WIM
2137
WealthPlan Investment Management
Nebraska
$17.7M -$3.98M -7,807 -19%
RFM
2138
Royal Fund Management
Florida
$17.7M -$14.4M -28,224 -45%
SWK
2139
Stephen W. Kidder
$17.7M -$231K -453 -1%
ZI
2140
ZEGA Investments
Florida
$17.6M +$1.58M +3,106 +10%
AWM
2141
Affinity Wealth Management
Delaware
$17.6M +$157K +307 +0.9%
PCA
2142
Prosperity Capital Advisors
Ohio
$17.6M +$844K +1,655 +5%
RCM
2143
Rockbridge Capital Management
Virginia
$17.6M -$643K -1,260 -4%
FFA
2144
Founders Financial Alliance
North Carolina
$17.6M +$53.1K +104 +0.3%
CCG
2145
Chatham Capital Group
Georgia
$17.6M -$250K -490 -1%
BFC
2146
Bedel Financial Consulting
Indiana
$17.6M +$245K +480 +1%
AFM
2147
Abbot Financial Management
Massachusetts
$17.6M -$119K -233 -0.7%
RRA
2148
Round Rock Advisors
Connecticut
$17.6M -$1.07M -2,098 -6%
LWP
2149
LMG Wealth Partners
Louisiana
$17.5M -$39.8K -78 -0.2%
BC
2150
Broadwater Capital
Massachusetts
$17.5M -$8.65B -16,952,180 -100%

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.