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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
RWMG
3376
Redwood Wealth Management Group
New Jersey
$6.32M
AMG
3377
Asset Management Group
Connecticut
$6.32M
BCM
3378
Bayesian Capital Management
New York
$6.32M
CF
3379
Concorde Financial
Texas
$6.31M
GLLW
3380
Graves Light Lenhart Wealth
Virginia
$6.31M
CC
3381
Commons Capital
Massachusetts
$6.3M
GSIAS
3382
Garden State Investment Advisory Services
New Jersey
$6.3M
LSWP
3383
Liberty Square Wealth Partners
Pennsylvania
$6.29M
SP
3384
Successful Portfolios
Florida
$6.28M
WAM
3385
Walker Asset Management
Missouri
$6.28M
RIM
3386
RW Investment Management
Idaho
$6.27M
MF
3387
Manchester Financial
California
$6.27M
W
3388
Wealthquest
Ohio
$6.26M
BWM
3389
BlackDiamond Wealth Management
New York
$6.26M
SAMC
3390
Spectrum Asset Management (California)
California
$6.25M
MIM
3391
Montgomery Investment Management
Maryland
$6.24M
FFG
3392
Floyd Financial Group
Missouri
$6.24M
CCM
3393
Conway Capital Management
California
$6.24M
NTIC
3394
Napean Trading & Investment Company
Singapore
$6.24M
FAP
3395
Financial Advisory Partners
Florida
$6.23M
TGIA
3396
Torrey Growth & Income Advisors
California
$6.22M
SFWA
3397
Summit Financial Wealth Advisors
Louisiana
$6.22M
PBK
3398
Peoples Bank (Kansas)
Kansas
$6.22M
NIA
3399
NIA Impact Advisors
California
$6.22M
APM
3400
a16z Perennial Management
California
$6.2M