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Microsoft

5,768 hedge funds and large institutions have $2.75T invested in Microsoft in 2025 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 2,580 increasing their positions, 2,541 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,056
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.3B
Puts
$50.2B
Net Calls
Net Calls Change

Top Buyers

1 +$25.7B
2 +$5.33B
3 +$4.06B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.87B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.93B

Top Sellers

1 -$8.81B
2 -$2.98B
3 -$2.49B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.43B
5
Axa
Axa
France
-$2.12B
Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
2601
Quadrant Private Wealth Management
Pennsylvania
$11.2M
HFS
2602
Howard Financial Services
Texas
$11.2M
EA
2603
Everpar Advisors
Oklahoma
$11.2M
OPW
2604
Osprey Private Wealth
New York
$11.1M
SFS
2605
Summit Financial Strategies
Ohio
$11.1M
AIM
2606
AMI Investment Management
Indiana
$11.1M
FWM
2607
Forefront Wealth Management
Pennsylvania
$11.1M
IAS
2608
IMA Advisory Services
Colorado
$11.1M
BCG
2609
Breakwater Capital Group
New Jersey
$11.1M
MSA
2610
Marino Stram & Associates
Massachusetts
$11.1M
APG
2611
Abacus Planning Group
South Carolina
$11.1M
IRAG
2612
Investment Research & Advisory Group
Georgia
$11M
BCM
2613
Blume Capital Management
California
$11M
SNBOSD
2614
Security National Bank of So Dak
Iowa
$11M
CIP
2615
Capital Insight Partners
Arizona
$11M
AIM
2616
Advyzon Investment Management
Illinois
$11M
RS
2617
Retirement Solution
Washington
$11M
MMM
2618
Mendel Money Management
Illinois
$11M
WA
2619
Wealth Architects
California
$11M
PSB
2620
Piscataqua Savings Bank
New Hampshire
$11M
CCC
2621
Chelsea Counsel Company
California
$11M
LA
2622
Lifeworks Advisors
Michigan
$10.9M
GA
2623
GSG Advisors
New Jersey
$10.9M
TWM
2624
Thrive Wealth Management
Pennsylvania
$10.9M
BFG
2625
Beacon Financial Group
Texas
$10.9M