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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
BONH
2201
Bank of New Hampshire
New Hampshire
$16.7M -$329K -644 -2%
RFMS
2202
RWQ Financial Management Services
Florida
$16.6M -$7.17M -14,060 -30%
GCM
2203
GKV Capital Management
California
$16.6M -$34.2K -67 -0.2%
GPA
2204
Garrison Point Advisors
California
$16.6M -$499K -979 -3%
CIC
2205
Concord Investment Counsel
California
$16.6M +$16.3M +32,012 New
JGUA
2206
John G. Ullman & Associates
New York
$16.6M -$96.4K -189 -0.6%
AWM
2207
Accurate Wealth Management
Florida
$16.5M -$312K -612 -2%
NAG
2208
Northstar Advisory Group
New Jersey
$16.5M +$996K +1,953 +7%
BFO
2209
Biltmore Family Office
North Carolina
$16.5M -$139K -272 -0.8%
MP
2210
McDonald Partners
Ohio
$16.5M -$6.78M -13,300 -29%
MFWM
2211
Motley Fool Wealth Management
Virginia
$16.5M -$2.43M -4,766 -13%
BCFD
2212
Boit C.F. David
$16.5M
BCM
2213
Birch Capital Management
Texas
$16.5M -$499K -978 -3%
CPC
2214
Consolidated Planning Corp
Georgia
$16.4M +$9.44M +18,506 +140%
MFG
2215
Magnus Financial Group
New York
$16.4M +$299K +586 +2%
SCP
2216
Shorepoint Capital Partners
Massachusetts
$16.4M +$16.1M +31,574 New
SFGP
2217
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$16.4M +$1.09M +2,146 +7%
LOAME
2218
Lombard Odier Asset Management (Europe)
United Kingdom
$16.3M +$6.43M +12,597 +66%
A
2219
Argentarii
Ohio
$16.3M +$6.12K +12 +0%
CC
2220
Clearline Capital
New York
$16.3M
FWA
2221
FSM Wealth Advisors
Ohio
$16.3M +$1.07M +2,095 +7%
UAG
2222
United Advisor Group
Ohio
$16.3M +$3.57M +6,996 +29%
VWM
2223
VCI Wealth Management
Missouri
$16.3M +$1.59M +3,115 +11%
OPW
2224
Oxler Private Wealth
New York
$16.2M
CWM
2225
Chronos Wealth Management
Florida
$16.2M -$496K -972 -3%

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.