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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
SWRP
3501
Summit Wealth & Retirement Planning
California
$5.68M
TFGT
3502
TS Financial Group (TSFG)
Illinois
$5.67M
OWP
3503
ORG Wealth Partners
Texas
$5.67M
BF
3504
bLong Financial
Tennessee
$5.65M
BIA
3505
Benchmark Investment Advisors
Illinois
$5.65M
CS
3506
Crescent Sterling
Louisiana
$5.64M
WPA
3507
West Paces Advisors
Georgia
$5.64M
RDFA
3508
Ritter Daniher Financial Advisory
Ohio
$5.64M
TT
3509
TI-Trust
Illinois
$5.63M
DS
3510
Dudley & Shanley
Florida
$5.62M
SEP
3511
Southland Equity Partners
Missouri
$5.62M
BWA
3512
Beam Wealth Advisors
Louisiana
$5.61M
DIP
3513
Davis Investment Partners
North Carolina
$5.61M
MCM
3514
Mendel Capital Management
Arkansas
$5.61M
HWM
3515
Horizon Wealth Management
Illinois
$5.6M
PHIMC
3516
Private Harbour Investment Management & Counsel
Ohio
$5.6M
AFA
3517
Allium Financial Advisors
Oregon
$5.6M
DFG
3518
Delphi Financial Group
Delaware
$5.59M
CWM
3519
Castle Wealth Management
Florida
$5.59M
WRPWM
3520
Werba Rubin Papier Wealth Management
California
$5.59M
CAM
3521
Cacti Asset Management
Georgia
$5.59M
PW
3522
PUREfi Wealth
Massachusetts
$5.59M
SWR
3523
Spahn Wealth & Retirement
Arizona
$5.58M
VAM
3524
Virtue Asset Management
Illinois
$5.58M
ITIM
3525
Indiana Trust & Investment Management
Indiana
$5.58M