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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
AT
2326
Arlington Trust
Alabama
$14.6M +$96.9K +190 +0.7%
SCM
2327
Sirios Capital Management
Massachusetts
$14.6M +$4.29M +8,413 +42%
BKA
2328
Brick & Kyle Associates
Pennsylvania
$14.6M +$181K +354 +1%
JSL
2329
JT Stratford LLC
Georgia
$14.6M -$105K -206 -0.7%
MCCA
2330
Mill Creek Capital Advisors
Pennsylvania
$14.6M +$598K +1,173 +4%
WTFG
2331
Wells Trecaso Financial Group
Ohio
$14.6M -$9.42M -18,458 -40%
LSWM
2332
Lorne Steinberg Wealth Management
Canada
$14.6M -$187K -366 -1%
EGM
2333
Engineers Gate Manager
New York
$14.6M -$16.2M -31,842 -53%
EAM
2334
Eukles Asset Management
Ohio
$14.5M -$129K -252 -0.9%
RCM
2335
RB Capital Management
Nevada
$14.5M +$73.5K +144 +0.5%
SL
2336
Sentry LLC
Tennessee
$14.5M -$413K -810 -3%
IP
2337
Ignite Planners
California
$14.5M +$62.7K +123 +0.4%
LA
2338
Legacy Advisors
Pennsylvania
$14.5M +$7.98M +15,652 +127%
TPW
2339
Transatlantique Private Wealth
New York
$14.5M -$172K -337 -1%
EI
2340
Ellevest Inc
New York
$14.5M -$342K -670 -2%
NC
2341
NovaPoint Capital
Georgia
$14.5M +$801K +1,570 +6%
BCM
2342
Beck Capital Management
Texas
$14.5M +$431K +844 +3%
OIM
2343
Orca Investment Management
Oregon
$14.4M -$168K -329 -1%
FNBOMD
2344
First National Bank of Mount Dora
Florida
$14.4M -$3.43M -6,721 -19%
CW
2345
Channel Wealth
California
$14.4M +$175K +344 +1%
MIC
2346
Meridian Investment Counsel
California
$14.4M -$63.8K -125 -0.4%
DWM
2347
Drive Wealth Management
Utah
$14.4M +$434K +851 +3%
CCM
2348
Chickasaw Capital Management
Tennessee
$14.4M +$4.59K +9 +0%
FCMT
2349
Founders Capital Management (Texas)
Texas
$14.3M +$26K +51 +0.2%
PSP
2350
Principal Street Partners
Tennessee
$14.3M -$26.5M -51,893 -65%

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.