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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
ITFISA
2301
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$14.9M -$1.18M -2,308 -7%
KNW
2302
Kesler Norman & Wride
Utah
$14.9M -$507K -994 -3%
CA
2303
Cambridge Advisors
Nebraska
$14.9M -$100K -197 -0.7%
RWP
2304
Revolve Wealth Partners
New Jersey
$14.8M +$642K +1,259 +5%
CLA
2305
Carnegie Lake Advisors
New Jersey
$14.8M -$20.4K -40 -0.1%
EW
2306
Evexia Wealth
Wisconsin
$14.8M -$1.04M -2,037 -7%
AIA
2307
AIMZ Investment Advisors
California
$14.8M -$150K -294 -1%
CAWM
2308
Capital Advisors Wealth Management
Washington
$14.8M +$220K +432 +2%
CA
2309
CGN Advisors
Kansas
$14.8M -$45.4K -89 -0.3%
ESB
2310
Essex Savings Bank
Connecticut
$14.8M -$43.4K -85 -0.3%
SHA
2311
Seneca House Advisors
Virginia
$14.8M -$1.56M -3,049 -10%
HCA
2312
Harbour Capital Advisors
Virginia
$14.8M -$479K -939 -3%
PDM
2313
Penn Davis McFarland
Texas
$14.8M -$58.7K -115 -0.4%
OC
2314
Oarsman Capital
Wisconsin
$14.7M +$207K +405 +1%
EAM
2315
Evanson Asset Management
California
$14.7M +$36.2K +71 +0.3%
MCM
2316
MV Capital Management
Maryland
$14.7M -$1.11M -2,183 -7%
BIA
2317
Beacon Investment Advisors
Maryland
$14.7M +$19.4K +38 +0.1%
CWM
2318
Chesapeake Wealth Management
Virginia
$14.7M -$90.3K -177 -0.6%
HR
2319
Hardy Reed
Mississippi
$14.7M +$728K +1,427 +5%
KCG
2320
Kinsale Capital Group
Virginia
$14.7M +$974K +1,910 +7%
CCIA
2321
Cherry Creek Investment Advisors
Colorado
$14.7M +$102K +199 +0.7%
LS
2322
Leelyn Smith
Illinois
$14.7M +$3.53M +6,914 +32%
BO
2323
Bank OZK
Arkansas
$14.7M +$66.8K +131 +0.5%
EA
2324
Enclave Advisors
Texas
$14.7M -$148K -291 -1%
FBT
2325
First Bankers Trust
Kentucky
$14.6M -$81.6K -160 -0.6%

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.