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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
I
2451
InvesTrust
Oklahoma
$13.1M -$104K -203 -0.8%
WA1
2452
Wimmer Associates 1
California
$13.1M -$192K -376 -1%
TI
2453
TTP Investments
California
$13.1M +$1M +1,962 +8%
RMP
2454
Richards, Merrill & Peterson
Washington
$13.1M -$241K -473 -2%
DOA
2455
D'Orazio & Associates
Virginia
$13.1M +$285K +558 +2%
ECP
2456
Elwood Capital Partners
New York
$13.1M
PWMG
2457
Prestige Wealth Management Group
New Jersey
$13M +$131K +256 +1%
TCOO
2458
Trust Company of Oklahoma
Oklahoma
$13M +$108K +212 +0.9%
KIM
2459
Kestra Investment Management
Texas
$13M -$37.8M -74,046 -75%
EC
2460
Enhancing Capital
Pennsylvania
$13M +$21.9K +43 +0.2%
LCM
2461
Liberty Capital Management
Michigan
$13M -$162K -318 -1%
MASUI
2462
MIRAE ASSET SECURITIES (USA) INC.
New York
$13M -$17.9M -35,097 -58%
OHIS
2463
Oak Harvest Investment Services
Texas
$13M +$5.79M +11,345 +83%
UCMOK
2464
United Capital Management of KS
Kansas
$13M +$774K +1,517 +6%
TA
2465
Tiptree Advisors
New York
$12.9M +$1.99M +3,900 +18%
VBCG
2466
Valley Brook Capital Group
Pennsylvania
$12.9M +$155K +303 +1%
CCM
2467
Carderock Capital Management
Maryland
$12.9M +$259K +507 +2%
KWS
2468
Keystone Wealth Services
California
$12.9M +$74.5K +146 +0.6%
DE
2469
Diversified Enterprises
Delaware
$12.9M +$442K +867 +4%
KLCM
2470
KG&L Capital Management
Louisiana
$12.9M +$121K +237 +1%
WWM
2471
Westwood Wealth Management
California
$12.9M -$2.41M -4,720 -16%
BWA
2472
Blodgett Wealth Advisors
California
$12.9M -$497K -975 -4%
CP
2473
Canopy Partners
Ohio
$12.9M -$119K -233 -0.9%
CCG
2474
Ceeto Capital Group
Florida
$12.9M +$612K +1,200 +5%
NC
2475
Naman Capital
Brazil
$12.8M

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.