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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
PFWA
3851
Paces Ferry Wealth Advisors
Georgia
$4.32M
MDSL
3852
M.D. Sass LLC
New York
$4.32M
RWM
3853
Riverbend Wealth Management
South Carolina
$4.31M
TWM
3854
Trevian Wealth Management
Massachusetts
$4.31M
ITB
3855
Idaho Trust Bank
Idaho
$4.31M
FC
3856
FCA Corp
Texas
$4.3M
FDDB
3857
Fidelity D&D Bancorp
Pennsylvania
$4.29M
WIM
3858
Warwick Investment Management
Texas
$4.29M
RIM
3859
Rockbridge Investment Management
New York
$4.29M
IFS
3860
Ifrah Financial Services
Arkansas
$4.29M
LIA
3861
LSP Investment Advisors
New York
$4.29M
NCTC
3862
New Covenant Trust Company
Indiana
$4.29M
DFS
3863
Dixon Fnancial Services
California
$4.27M
LB
3864
Legacy Bridge
Iowa
$4.26M
VWA
3865
VERITY Wealth Advisors
United States
$4.26M
EWM
3866
Elmwood Wealth Management
California
$4.26M
ONSWM
3867
Old North State Wealth Management
North Carolina
$4.26M
LCM
3868
Landscape Capital Management
New Jersey
$4.26M
SSCM
3869
Spectrum Strategic Capital Management
Oregon
$4.26M
SSG
3870
Summit Securities Group
New York
$4.25M
TA
3871
TFB Advisors
Kansas
$4.25M
HCG
3872
Haven Capital Group
California
$4.24M
DSN
3873
D. Scott Neal
Kentucky
$4.23M
MWA
3874
Motive Wealth Advisors
Michigan
$4.23M
JWM
3875
Jessup Wealth Management
Ohio
$4.22M