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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
VAM
3051
Verity Asset Management
North Carolina
$8.07M
OAM
3052
Oak Asset Management
California
$8.06M
CWP
3053
Core Wealth Partners
California
$8.05M
LAM
3054
Lewis Asset Management
California
$8.04M
HWM
3055
Hemington Wealth Management
Virginia
$8.04M
OFW
3056
Omnia Family Wealth
Florida
$8.04M
BWP
3057
BSW Wealth Partners
Colorado
$8.04M
SI
3058
Saxon Interests
Texas
$8.03M
MPPW
3059
Mitchell & Pahl Private Wealth
Oklahoma
$8.03M
SCA
3060
Sandy Cove Advisors
Massachusetts
$8.02M
SIP
3061
Stoneridge Investment Partners
Pennsylvania
$8.02M
WAL
3062
W Advisors LLC
Tennessee
$8.01M
SSWM
3063
Sheets Smith Wealth Management
North Carolina
$8.01M
AA
3064
Argent Advisors
Louisiana
$8.01M
RFA
3065
ROI Financial Advisors
Oregon
$8.01M
CIM
3066
Contravisory Investment Management
Massachusetts
$8M
MSA
3067
McAlister Sweet & Associates
Texas
$8M
CCG
3068
Cloverfields Capital Group
Minnesota
$8M
FHC
3069
First Heartland Consultants
Missouri
$7.99M
WCG
3070
Weaver Consulting Group
California
$7.98M
CG
3071
Clarus Group
Texas
$7.97M
CIAS
3072
CFS Investment Advisory Services
New Jersey
$7.96M
TIA
3073
Traphagen Investment Advisors
New Jersey
$7.95M
SAM
3074
S.A. Mason
Michigan
$7.93M
MWM
3075
Marion Wealth Management
Pennsylvania
$7.93M