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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
IFA
3701
Index Fund Advisors
California
$4.86M
MFG
3702
Midwest Financial Group
Kansas
$4.86M
AWMT
3703
AAFMAA Wealth Management & Trust
North Carolina
$4.86M
LIA
3704
Lynx Investment Advisory
District of Columbia
$4.86M
DKCM
3705
Davidson Kahn Capital Management
California
$4.85M
GPA
3706
Guerra Pan Advisors
New Jersey
$4.84M
BL
3707
Balentine LLC
Georgia
$4.84M
PFW
3708
Petros Family Wealth
Minnesota
$4.83M
PTCG
3709
Pring Turner Capital Group
California
$4.83M
BWM
3710
Baron Wealth Management
Michigan
$4.83M
RCA
3711
Roberts Capital Advisors
Colorado
$4.83M
PWS
3712
Proactive Wealth Strategies
Georgia
$4.83M
SIC
3713
SJS Investment Consulting
Ohio
$4.83M
PCM
3714
Pointe Capital Management
Michigan
$4.82M
RFG
3715
RFP Financial Group
Georgia
$4.82M
GCP
3716
GSA Capital Partners
United Kingdom
$4.82M
EBWM
3717
Eagle Bluffs Wealth Management
Missouri
$4.81M
WWM
3718
Whalen Wealth Management
Nevada
$4.81M
NF
3719
Nvest Financial
New Hampshire
$4.81M
EIP
3720
Ellis Investment Partners
Pennsylvania
$4.81M
BFG
3721
Birch Financial Group
New Hampshire
$4.8M
BBPWM
3722
Blue Bell Private Wealth Management
Pennsylvania
$4.8M
AP
3723
Arlington Partners
Alabama
$4.79M
SFG
3724
Seamount Financial Group
Colorado
$4.79M
AIFAIM
3725
American Institute for Advanced Investment Management
Arizona
$4.78M