Microsoft

MSFT • NASDAQ

Microsoft is a software - infrastructure company in the technology sector on NASDAQ, led by Satya Nadella, with a market cap of $3.74T. As of Q3 2025, 71% of shares are held by 5,477 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.44%.

Chief Executive OfficerSatya Nadella

Market Cap$3.74T

Software - Infrastructure

Technology

Employees221.0K

Websitemicrosoft.com

Country

United States of America

Overview

Overview of institutional ownership in MSFT as of Q3 2025 with a market cap of $3.85T

All Institutions

Institutions: 5,477
Value Held: $2.72T
Shares Held: 5.24B
Avg Position: $496.2M
Median Position: $9.1M

Hedge Funds

Hedge Funds: 375
Value Held: $57.4B
Shares Held: 110.4M
Avg Position: $153.1M
Median Position: $16.3M

Ownership Breakdown

Institutional (non-HF)

69.09%

$2.66T

Hedge Funds

1.49%

$57.4B

Retail & Other

29.41%

$1.13T

Based on market cap of $3.85T as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MSFT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$363.59B 5.44% of portfolio	9.44% 702.0M shares	≤ Q2 2013 Held for 12y 4m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$306.55B 5.40% of portfolio	7.96% 591.9M shares	≤ Q2 2013 Held for 12y 4m+	$5.22T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$155.26B 5.39% of portfolio	4.03% 299.8M shares	≤ Q2 2013 Held for 12y 4m+	$2.88T
FMR LLC Institution	-	$109.02B 5.67% of portfolio	2.83% 210.5M shares	≤ Q2 2013 Held for 12y 4m+	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$93.3B 5.95% of portfolio	2.43% 180.7M shares	≤ Q2 2013 Held for 12y 4m+	$1.57T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$82.3B 5.26% of portfolio	2.14% 158.8M shares	≤ Q2 2013 Held for 12y 4m+	$1.56T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$68.5B 7.50% of portfolio	1.78% 132.2M shares	≤ Q2 2013 Held for 12y 4m+	$912.31B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$62.3B 3.78% of portfolio	1.62% 120.2M shares	≤ Q2 2013 Held for 12y 4m+	$1.65T
NORTHERN TRUST CORP RIA/Wealth	Michael G. O'Grady CEO	$42.0B 5.38% of portfolio	1.09% 81.2M shares	≤ Q2 2013 Held for 12y 4m+	$782.01B
C Capital International Investors Institution	-	$41.1B 6.68% of portfolio	1.07% 79.4M shares	≤ Q2 2013 Held for 12y 4m+	$615.90B

Net Capital Flow

Institutional buying and selling activity for MSFT in Q3 2025

Net Flow: +$12.1B
Buyers: 2,507
Sellers: 2,459
Total Bought: +$82.3B
Total Sold: −$70.2B
Avg Position: $500.5M

Biggest Buyers

Institution	Net Bought	Current Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	+$25.7B +49.6M shares	$30.8B 59.5M shares
BlackRock, Inc. Institution	+$5.3B +10.3M shares	$306.55B 591.9M shares
GOLDMAN SACHS GROUP INC Institution	+$4.1B +7.8M shares	$28.3B 54.6M shares
FMR LLC Institution	+$2.9B +5.5M shares	$109.02B 210.5M shares
D D. E. Shaw & Co., Inc. Institution	+$1.9B +3.7M shares	$3.8B 7.4M shares
A Assenagon Asset Management S.A. Institution	+$1.8B +3.5M shares	$5.2B 10.1M shares
H HSBC HOLDINGS PLC Institution	+$1.6B +3.1M shares	$11.2B 21.7M shares
VIKING GLOBAL INVESTORS LP Institution	+$1.3B +2.4M shares	$1.3B 2.4M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.0B +2.0M shares	$2.1B 4.0M shares
L LEGAL & GENERAL GROUP PLC Institution	+$1.0B +1.9M shares	$26.9B 52.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
L Laurel Wealth Advisors LLC RIA/Wealth	−$15.5B −29.9M shares	$31.1M 60.0K shares
B BILL & MELINDA GATES FOUNDATION TRUST Institution	−$8.8B −17.0M shares	$4.8B 9.2M shares
C CI Private Wealth, LLC RIA/Wealth	−$3.0B −5.8M shares	$2.7B 5.3M shares
B BNP Paribas Investment Partners S.A. Institution	−$2.5B −5.0M shares	Sold Off 0 shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$2.4B −4.7M shares	$68.5B 132.2M shares
A AXA Institution	−$2.1B −4.1M shares	$12.2M 23.6K shares
VANGUARD GROUP INC Institution	−$1.6B −3.1M shares	$363.59B 702.0M shares
C CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Institution	−$1.3B −2.4M shares	$10.0B 19.4M shares
B BNP PARIBAS ARBITRAGE, SA Private Equity	−$1.2B −2.4M shares	$3.8B 7.3M shares
Fundsmith LLP Long Only Manager	−$1.2B −2.4M shares	$1.3B 2.6M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MSFT in Q3 2025

New Positions: 37
New Value: $228.7M
Exited Positions: 51
Exited Value: $3.4B

New Positions

Institution	Position Value
A Alua Capital Management LP Hedge Fund•Long/Short	$46.3M 89.3K shares
S SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund•Long/Short	$36.4M 70.3K shares
T TEMA ETFS LLC Institution	$25.0M 48.2K shares
Touchstone Capital, Inc. RIA/Wealth	$12.4M 23.9K shares
University of Wisconsin Foundation RIA/Wealth	$10.1M 19.4K shares
Ravenswood Partners LP Institution	$9.8M 19.0K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$9.2M 17.7K shares
Integrity Advisory Solutions, LLC Institution	$8.6M 16.6K shares
E Exit Wealth Advisors, LLC. Institution	$8.2M 15.8K shares
Berman McAleer LLC Institution	$7.6M 14.6K shares

Exited Positions

Institution	Previous Position
B BNP Paribas Investment Partners S.A. Institution	$2.5B 5.0M shares
T TEXAS PERMANENT SCHOOL FUND Institution	$291.3M 585.7K shares
D Duquesne Family Office LLC Institution	$99.9M 200.9K shares
Strategy Capital LLC Institution	$60.3M 121.3K shares
W Wishbone Management, LP Hedge Fund•Multi-Strategy	$49.7M 100.0K shares
G Groupe des Assurances du Credit Mutuel Institution	$46.6M 93.6K shares
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$44.2M 88.9K shares
S Svenska Handelsbanken AB Institution	$38.3M 77.0K shares
SRS Investment Management, LLC Institution	$37.9M 76.2K shares
Cartenna Capital, LP Hedge Fund•Long/Short	$34.8M 70.0K shares

Options Activity

Institutions with the largest Call and Put options positions in MSFT as of Q3 2025

Call Positions: 135
Call Value: $45.9B
Put Positions: 140
Put Value: $38.0B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$10.9B 210.9K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$6.9B 134.1K contracts
J JANE STREET GROUP, LLC Institution	$4.8B 93.5K contracts
BANK OF AMERICA CORP /DE/ Institution	$2.2B 42.3K contracts
W WOLVERINE TRADING, LLC Institution	$2.2B 42.4K contracts
BARCLAYS PLC Institution	$1.9B 36.9K contracts
GOLDMAN SACHS GROUP INC Institution	$1.8B 35.6K contracts
A ALKEON CAPITAL MANAGEMENT LLC Institution	$1.5B 29.5K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.5B 28.8K contracts
N NOMURA HOLDINGS INC Fund of Funds	$1.3B 24.7K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$6.9B 132.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.9B 75.8K contracts
J JANE STREET GROUP, LLC Institution	$3.5B 67.9K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$3.2B 61.5K contracts
CITIGROUP INC Private Equity	$2.1B 40.2K contracts
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$1.7B 32.2K contracts
GOLDMAN SACHS GROUP INC Institution	$1.5B 29.9K contracts
B BNP PARIBAS ARBITRAGE, SA Private Equity	$1.3B 254.9 contracts
BARCLAYS PLC Institution	$1.3B 25.3K contracts
W WOLVERINE TRADING, LLC Institution	$1.3B 24.8K contracts

Most Committed Institutions

Institutions with MSFT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SANDER CAPITAL ADVISORS INC RIA/Wealth	Robert L. Sander President	47.91% $114.1M	0.00% 220.3K shares	Q4 2017 Held for 7y 10m	$238.1M
N Noked Israel Ltd Institution	-	47.13% $182.3M	0.00% 351.9K shares	Q4 2018 Held for 6y 10m	$386.8M
D DDD Partners, LLC Institution	-	37.77% $592.3M	0.02% 1.1M shares	Q4 2017 Held for 7y 10m	$1.6B
J JOHO CAPITAL LLC Institution	-	37.60% $211.7M	0.01% 408.7K shares	Q1 2019 Held for 6y 7m	$563.0M
Elite Wealth Management, LLC RIA/Wealth	Ali Reza Memaran-Dadgar CCO	36.06% $139.4M	0.00% 269.0K shares	Q4 2017 Held for 7y 10m	$386.4M
T Thiel Macro LLC Institution	-	34.09% $25.4M	0.00% 49.0K shares	Q1 2025 Held for 7 months	$74.4M
BELLEVUE ASSET MANAGEMENT, LLC RIA/Wealth	Michael Ramirez Vila Member	32.62% $70.9M	0.00% 136.9K shares	Q4 2019 Held for 5y 10m	$217.3M
Oribel Capital Management, LP Hedge Fund•Long/Short	Charles Ignazio Leone CFO	31.05% $385.6M	0.00% 135.1K shares	Q2 2017 Held for 8y 4m	$1.2B
ARMSTRONG HENRY H ASSOCIATES INC RIA/Wealth	Adam P Scholl President	30.27% $334.6M	0.01% 646.0K shares	≤ Q2 2013 Held for 12y 4m+	$1.1B
L LAIRD NORTON TRUST COMPANY, LLC RIA/Wealth	Robert Scott Redmond President	29.60% $172.3M	0.00% 332.6K shares	Q4 2020 Held for 4y 10m	$582.0M

Hedge Fund Spotlight

Discover hedge funds investing in MSFT

WAYCROSS PARTNERS, LLC

Hedge Fund • Long/Short

Portfolio ManagerChristopher James Greco

Portfolio Value: $1.2B
Positions: 95
Last Reported: Q3 2025

Sector Allocation

Position in Microsoft

Market Value: $78.9M
Shares Held: 152.4K
Portfolio Weight: 6.79%
Owned Since: 2020-Q4

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$89.7M	7.71%
2 Microsoft MSFT	Software - Infrastructure Technology	$78.9M	6.79%
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$66.2M	5.69%