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Microsoft

5,813 hedge funds and large institutions have $2.76T invested in Microsoft in 2025 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 2,599 increasing their positions, 2,562 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,813
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,076
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 +$25.3B
2 +$5.25B
3 +$4B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.83B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.9B
Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
3001
Strengthening Families & Communities LLC
Massachusetts
$8.34M
RA
3002
RiverPark Advisors
New York
$8.34M
OWA
3003
One Wealth Advisors
California
$8.34M
UW
3004
Unique Wealth
Florida
$8.34M
SHFA
3005
SC&H Financial Advisors
Maryland
$8.33M
PWS
3006
Peloton Wealth Strategists
Indiana
$8.32M
WFS
3007
Widmann Financial Services
Maryland
$8.31M
EFH
3008
Eaton Financial Holdings
Florida
$8.3M
PAWA
3009
Palo Alto Wealth Advisors
California
$8.3M
JCM
3010
Jacobsen Capital Management
Utah
$8.28M
GFPC
3011
Global Financial Private Client
Florida
$8.28M
MSWM
3012
McGlone Suttner Wealth Management
Wisconsin
$8.28M
HFM
3013
Hartford Funds Management
Pennsylvania
$8.27M
EPW
3014
Evergreen Private Wealth
Colorado
$8.27M
NG
3015
Novem Group
New York
$8.26M
FW
3016
FullCircle Wealth
Texas
$8.25M
SC
3017
Stolper & Co
Oklahoma
$8.24M
PCM
3018
Prelude Capital Management
New York
$8.23M
LAM
3019
Lummis Asset Management
Texas
$8.22M
PC
3020
Payne Capital
Oregon
$8.22M
CA
3021
Capital Advantage
California
$8.22M
WR
3022
WD Rutherford
Oregon
$8.21M
SI
3023
Seeds Investor
New York
$8.21M
FA
3024
Financial Avengers
California
$8.21M
MCP
3025
Martin Capital Partners
Oregon
$8.2M