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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
APW
2426
Aventura Private Wealth
Florida
$13.4M +$1.82M +3,575 +16%
S
2427
SimplyRich
California
$13.4M -$170K -333 -1%
DS
2428
DRW Securities
Illinois
$13.4M -$19.8M -38,782 -60%
GCM
2429
Genus Capital Management
British Columbia, Canada
$13.4M +$1.37M +2,681 +12%
BHB
2430
Bank Hapoalim BM
Israel
$13.4M -$20.4K -40 -0.2%
BIM
2431
Barton Investment Management
Pennsylvania
$13.4M
BOPW
2432
Brandywine Oak Private Wealth
Pennsylvania
$13.3M -$198K -389 -1%
MSS
2433
Mitchell Sinkler & Starr
Pennsylvania
$13.3M -$7.65K -15 -0.1%
SCP
2434
Seizert Capital Partners
Michigan
$13.3M -$1.67M -3,275 -11%
CIM
2435
Corda Investment Management
Texas
$13.3M +$391K +766 +3%
CI
2436
Cavalier Investments
Georgia
$13.3M -$4.83M -9,462 -25%
TSWM
2437
Triangle Securities Wealth Management
North Carolina
$13.3M +$2.96M +5,805 +29%
CFO
2438
CVA Family Office
Colorado
$13.3M +$4.08K +8 +0%
LI
2439
Louisbourg Investments
New Brunswick, Canada
$13.3M +$200K +392 +1%
CM
2440
Capula Management
Cayman Islands
$13.2M +$13M +25,577 New
SIAP
2441
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13.2M -$160K -313 -1%
IIC
2442
Integrated Investment Consultants
Michigan
$13.2M -$711K -1,393 -5%
EFSCE
2443
Enterprise Financial Services Corp (EFSC)
Missouri
$13.2M -$451K -885 -3%
MWM
2444
MGB Wealth Management
Texas
$13.2M -$730K -1,431 -5%
TCM
2445
Tradewinds Capital Management
Washington
$13.2M +$841K +1,648 +7%
JWA
2446
JFS Wealth Advisors
Pennsylvania
$13.2M +$207K +405 +2%
HAS
2447
HBW Advisory Services
California
$13.2M +$415K +814 +3%
CPA
2448
Cardiff Park Advisors
California
$13.2M +$433K +849 +3%
DJYG
2449
David J. Yvars Group
Florida
$13.1M -$30.1K -59 -0.2%
SC
2450
Settian Capital
New York
$13.1M

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.