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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
WAOTB
2401
Wealth Advisors of Tampa Bay
Florida
$13.8M +$3.02M +5,927 +29%
HAM
2402
Harmony Asset Management
Arizona
$13.8M +$45.9K +90 +0.3%
TAP
2403
Tounjian Advisory Partners
Florida
$13.8M -$14.6M -28,600 -52%
MA
2404
MJP Associates
Connecticut
$13.8M +$532K +1,042 +4%
HA
2405
Huntleigh Advisors
Missouri
$13.8M +$50K +98 +0.4%
SLWA
2406
San Luis Wealth Advisors
California
$13.8M +$1.39M +2,724 +11%
GMFG
2407
Greater Midwest Financial Group
Minnesota
$13.7M -$4.15M -8,131 -23%
CRI
2408
Commonwealth Retirement Investments
Virginia
$13.7M +$271K +531 +2%
AWCI
2409
Alpine Woods Capital Investors
New York
$13.7M +$574K +1,126 +4%
BA
2410
Ballast Advisors
Minnesota
$13.6M -$370K -725 -3%
CPCM
2411
Cardinal Point Capital Management
Ontario, Canada
$13.6M -$741K -1,453 -5%
BPWM
2412
BCS Private Wealth Management
New Jersey
$13.6M +$91.3K +179 +0.7%
FBC
2413
Fairfield, Bush & Co
Connecticut
$13.6M -$164K -322 -1%
APIM
2414
Agate Pass Investment Management
Washington
$13.6M +$459K +899 +4%
MWA
2415
Monograph Wealth Advisors
California
$13.5M +$7.16M +14,028 +116%
MG
2416
McHugh Group
Ohio
$13.5M
EM
2417
Excalibur Management
Massachusetts
$13.5M -$337K -660 -2%
MFS
2418
Mattson Financial Services
Michigan
$13.5M +$181K +354 +1%
PGWM
2419
Parisi Gray Wealth Management
New Jersey
$13.5M +$35.2K +69 +0.3%
HA
2420
Harbor Advisors
Florida
$13.5M
BCCM
2421
Bridge Creek Capital Management
Massachusetts
$13.5M -$414K -812 -3%
SEEDPG
2422
S.E.E.D. Planning Group
New York
$13.4M -$69.9K -137 -0.5%
LF
2423
Lantz Financial
Illinois
$13.4M +$888K +1,740 +7%
CCM
2424
Cinctive Capital Management
New York
$13.4M +$7.9M +15,485 +148%
IA
2425
IFC Advisors
California
$13.4M -$280K -548 -2%

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.