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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
CL
4026
CVFG LLC
Indiana
$3.61M
KWM
4027
KFG Wealth Management
Indiana
$3.61M
APWA
4028
Atlas Private Wealth Advisors
New Jersey
$3.6M
CNBOF
4029
City National Bank of Florida
Florida
$3.6M
TFP
4030
TrueWealth Financial Partners
Washington
$3.6M
FFO
4031
Fortitude Family Office
Arizona
$3.59M
NCMW
4032
Northern Capital Management (Washington)
Washington
$3.59M
EWM
4033
Evergreen Wealth Management
Michigan
$3.59M
WLPWM
4034
Walled Lake Planning & Wealth Management
Illinois
$3.58M
EWS
4035
Evergreen Wealth Solutions
Pennsylvania
$3.58M
CHA
4036
Cooper/Haims Advisors
New York
$3.58M
PFA
4037
Pathway Financial Advisors
Vermont
$3.58M
PAW
4038
Plan A Wealth
Nebraska
$3.57M
WA
4039
Westfuller Advisors
New York
$3.57M
AWM
4040
AllSquare Wealth Management
New York
$3.57M
STA
4041
Smith Thornton Advisors
Alabama
$3.56M
GPW
4042
Genesis Private Wealth
Virginia
$3.56M
HGWM
4043
Horst & Graben Wealth Management
Oregon
$3.56M
RWA
4044
Rooted Wealth Advisors
Illinois
$3.56M
PFA
4045
Professional Financial Advisors
Nebraska
$3.56M
MIM
4046
Merrion Investment Management
New Jersey
$3.55M
CFG
4047
Carter Financial Group
Illinois
$3.55M
SR
4048
Syntax Research
Florida
$3.55M
NL
4049
Navalign LLC
California
$3.55M
KGC
4050
Kennon-Green & Company
Ohio
$3.53M