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Microsoft

5,784 hedge funds and large institutions have $2.76T invested in Microsoft in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 2,586 increasing their positions, 2,548 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,784
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,063
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
PAWA
3001
Palo Alto Wealth Advisors
California
$8.3M
JCM
3002
Jacobsen Capital Management
Utah
$8.28M
GFPC
3003
Global Financial Private Client
Florida
$8.28M
MSWM
3004
McGlone Suttner Wealth Management
Wisconsin
$8.28M
HFM
3005
Hartford Funds Management
Pennsylvania
$8.27M
EPW
3006
Evergreen Private Wealth
Colorado
$8.27M
NG
3007
Novem Group
New York
$8.26M
FW
3008
FullCircle Wealth
Texas
$8.25M
SC
3009
Stolper & Co
Oklahoma
$8.24M
PCM
3010
Prelude Capital Management
New York
$8.23M
LAM
3011
Lummis Asset Management
Texas
$8.22M
PC
3012
Payne Capital
Oregon
$8.22M
CA
3013
Capital Advantage
California
$8.22M
WR
3014
WD Rutherford
Oregon
$8.21M
SI
3015
Seeds Investor
New York
$8.21M
FA
3016
Financial Avengers
California
$8.21M
MCP
3017
Martin Capital Partners
Oregon
$8.2M
EWM
3018
EPG Wealth Management
Georgia
$8.2M
CWP
3019
Curated Wealth Partners
California
$8.19M
CAC
3020
Certified Advisory Corp
Florida
$8.19M
IWS
3021
Insight Wealth Strategies
California
$8.17M
EWA
3022
Exit Wealth Advisors
Georgia
$8.17M
PVM
3023
Palogic Value Management
Texas
$8.17M
JF
3024
JSF Financial
California
$8.16M
MCA
3025
MSH Capital Advisors
Arizona
$8.16M