Microsoft

MSFT • NASDAQ

Microsoft is a software - infrastructure company in the technology sector on NASDAQ, led by Satya Nadella, with a market cap of $3.39T. As of Q3 2025, 71% of shares are held by 5,663 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.44%.

CEOSatya Nadella

Market Cap$3.39T

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: 5,663
Value Held: $2.74T
Shares Held: 5.28B
Avg Position: $483.6M
Median Position: $9.0M

Hedge Funds

Hedge Funds: 346
Value Held: $61.6B
Shares Held: 118.3M
Avg Position: $177.9M
Median Position: $18.7M

Ownership Breakdown

Institutional (non-HF)

69.53%

$2.68T

Hedge Funds

1.6%

$61.6B

Retail & Other

28.87%

$1.11T

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 6m+	$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 6m+	$5.67T
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 6m+	$2.88T
FMR LLC Institution	-	$109.02B 5.67% of portfolio	2.83% 210.5M shares	≤ Q2 2013 Held for 12y 6m+	$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 6m+	$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 6m+	$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 6m+	$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 6m+	$1.65T
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$42.0B 5.38% of portfolio	1.09% 81.2M shares	≤ Q2 2013 Held for 12y 6m+	$782.03B
C Capital International Investors Institution	-	$41.1B 6.66% of portfolio	1.07% 79.4M shares	≤ Q2 2013 Held for 12y 6m+	$617.62B

Net Capital Flow

Institutional buying and selling activity for MSFT in Q3 2025

Traded: +$31.3B
Buyers: 2,703
Sellers: 2,566
Total Bought: +$84.0B
Total Sold: −$52.7B
Avg Position: $479.0M

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 Hedge Fund•Long/Short	+$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
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
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 Institution	−$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
CITIGROUP INC Institution	−$1.2B −2.3M shares	$5.0B 9.6M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$1.0B −2.0M shares	$6.3B 12.2M shares

Entry and Exit Activity

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

New Positions: 41
New Value: $283.6M
Exited Positions: 54
Exited Value: $3.4B

New Positions

Institution	Position Value
Hancock Prospecting Pty Ltd RIA/Wealth	$51.3M 99.0K shares
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 Hedge Fund•Long/Short	$9.8M 19.0K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$9.2M 17.7K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$8.6M 16.6K shares
E Exit Wealth Advisors, LLC. RIA/Wealth	$8.2M 15.8K 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 Hedge Fund•Long/Short	$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 Hedge Fund•Long/Short	$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: 139
Call Value: $45.9B
Put Positions: 144
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 Hedge Fund•Long/Short	$1.5B 29.5K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.5B 28.8K contracts
N NOMURA HOLDINGS INC Institution	$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 Institution	$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 Institution	$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 8 years	$238.1M
N Noked Israel Ltd Institution	-	47.10% $182.3M	0.00% 351.9K shares	Q4 2018 Held for 7 years	$387.0M
D DDD Partners, LLC Institution	-	37.77% $592.3M	0.02% 1.1M shares	Q4 2017 Held for 8 years	$1.6B
J JOHO CAPITAL LLC Institution	-	37.60% $211.7M	0.01% 408.7K shares	Q1 2019 Held for 6y 9m	$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 8 years	$386.4M
T Thiel Macro LLC Institution	-	34.09% $25.4M	0.00% 49.0K shares	Q1 2025 Held for 9 months	$74.4M
BELLEVUE ASSET MANAGEMENT, LLC RIA/Wealth	Jill Christine Mcvey Member	32.62% $70.9M	0.00% 136.9K shares	Q4 2019 Held for 6 years	$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 6m	$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 6m+	$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 5 years	$582.0M

Hedge Fund Spotlight

Discover hedge funds investing in MSFT

KENSICO CAPITAL MANAGEMENT CORP

Hedge Fund • Multi-Strategy

Portfolio ManagerThomas Jason Coleman

Portfolio Value: $6.5B
Positions: 23
Last Reported: Q3 2025

Sector Allocation

Position in Microsoft

Market Value: $181.1M
Shares Held: 349.7K
Portfolio Weight: 2.79%
Owned Since: 2013-Q3

Top Holding	Sector	Market Value	Weight
1 Applovin Corporation APP	Software - Application Technology	$2.2B	34.52%
2 Howmet Aerospace HWM	Industrial - Machinery Industrials	$1.0B	15.91%
3 Fair Isaac FICO	Software - Application Technology	$486.2M	7.49%