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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
NRI
3401
NFP Retirement Inc
California
$6.2M
SP
3402
SIH Partners
Delaware
$6.19M
FWM
3403
Forza Wealth Management
Florida
$6.19M
SWM
3404
Shepherd Wealth Management
Ohio
$6.16M
EGA
3405
E&G Advisors
Texas
$6.16M
IAG
3406
Investment Advisory Group
Massachusetts
$6.14M
CAM
3407
Creekmur Asset Management
Illinois
$6.14M
JGCM
3408
Joseph Group Capital Management
Ohio
$6.13M
MFG
3409
Menard Financial Group
Texas
$6.13M
SC
3410
Schulhoff & Co
Ohio
$6.11M
GAA
3411
Global Assets Advisory
Florida
$6.1M
TF
3412
Threadgill Financial
Texas
$6.1M
IQI
3413
Integrated Quantitative Investments
Washington
$6.09M
TAI
3414
Terra Alpha Investments
District of Columbia
$6.08M
MAG
3415
MRA Advisory Group
New Jersey
$6.07M
WIM
3416
Wittenberg Investment Management
Massachusetts
$6.06M
CMAI
3417
Capital Management Associates Inc
Minnesota
$6.05M
WAS
3418
Wealth Advisory Solutions
Indiana
$6.04M
AGA
3419
Accuvest Global Advisors
Utah
$6.04M
BLFG
3420
Brian Low Financial Group
Louisiana
$6.04M
RHP
3421
Royal Harbor Partners
Texas
$6.03M
LC
3422
Landaas & Company
Wisconsin
$6.02M
SIC
3423
Samalin Investment Counsel
New York
$6.02M
TMWM
3424
Taylor & Morgan Wealth Management
Michigan
$6.01M
EB
3425
Emprise Bank
Kansas
$6.01M