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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
EWM
3026
EPG Wealth Management
Georgia
$8.2M
CWP
3027
Curated Wealth Partners
California
$8.19M
CAC
3028
Certified Advisory Corp
Florida
$8.19M
IWS
3029
Insight Wealth Strategies
California
$8.17M
EWA
3030
Exit Wealth Advisors
Georgia
$8.17M
PVM
3031
Palogic Value Management
Texas
$8.17M
JF
3032
JSF Financial
California
$8.16M
MCA
3033
MSH Capital Advisors
Arizona
$8.16M
CWA
3034
Consilium Wealth Advisory
Texas
$8.16M
MEG
3035
Millstone Evans Group
Colorado
$8.15M
GI
3036
GS Investments
Minnesota
$8.15M
OC
3037
Opinicus Capital
Florida
$8.15M
GTAM
3038
Global Trust Asset Management
Florida
$8.15M
HIMS
3039
Hager Investment Management Services
New Hampshire
$8.14M
CAG
3040
Cypress Advisory Group
Arizona
$8.14M
LA
3041
Lindenwold Advisors
Pennsylvania
$8.14M
V
3042
ViaWealth
Kansas
$8.13M
KWM
3043
Kingsman Wealth Management
Florida
$8.13M
RCM
3044
Regency Capital Management
Hawaii
$8.13M
LC
3045
Legacy CG
Texas
$8.12M
SFG
3046
Sovereign Financial Group
Connecticut
$8.12M
CFA
3047
Capstone Financial Advisors
Illinois
$8.11M
FGAM
3048
Financial Gravity Asset Management
Texas
$8.09M
S
3049
Sunpointe
Missouri
$8.09M
FGWP
3050
Founders Grove Wealth Partners
Virginia
$8.07M