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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
HWM
3526
Horizon Wealth Management
Illinois
$5.6M
PHIMC
3527
Private Harbour Investment Management & Counsel
Ohio
$5.6M
AFA
3528
Allium Financial Advisors
Oregon
$5.6M
DFG
3529
Delphi Financial Group
Delaware
$5.59M
CWM
3530
Castle Wealth Management
Florida
$5.59M
WRPWM
3531
Werba Rubin Papier Wealth Management
California
$5.59M
CAM
3532
Cacti Asset Management
Georgia
$5.59M
PW
3533
PUREfi Wealth
Massachusetts
$5.59M
SWR
3534
Spahn Wealth & Retirement
Arizona
$5.58M
VAM
3535
Virtue Asset Management
Illinois
$5.58M
ITIM
3536
Indiana Trust & Investment Management
Indiana
$5.58M
RE
3537
Rydar Equities
Texas
$5.58M
PFA
3538
Pathway Financial Advisers
Indiana
$5.58M
SW
3539
SkyOak Wealth
Michigan
$5.57M
PIA
3540
Pinion Investment Advisors
Kansas
$5.57M
AFW
3541
Avantra Family Wealth
Pennsylvania
$5.57M
SDWMA
3542
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.57M
FFA
3543
Fi3 Financial Advisors
Indiana
$5.57M
TCWM
3544
Total Clarity Wealth Management
Illinois
$5.57M
GFG
3545
Goldstone Financial Group
Illinois
$5.56M
ACA
3546
Affinity Capital Advisors
California
$5.56M
MAM
3547
MWA Asset Management
Massachusetts
$5.56M
ABLA
3548
Alan B. Lancz & Associates
Ohio
$5.56M
FC
3549
Financial Council
Maryland
$5.56M
S
3550
Sachetta
Massachusetts
$5.56M