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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 188 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
PFA
4051
Pathway Financial Advisors
Vermont
$3.58M
PAW
4052
Plan A Wealth
Nebraska
$3.57M
WA
4053
Westfuller Advisors
New York
$3.57M
AWM
4054
AllSquare Wealth Management
New York
$3.57M
STA
4055
Smith Thornton Advisors
Alabama
$3.56M
GPW
4056
Genesis Private Wealth
Virginia
$3.56M
HGWM
4057
Horst & Graben Wealth Management
Oregon
$3.56M
RWA
4058
Rooted Wealth Advisors
Illinois
$3.56M
PFA
4059
Professional Financial Advisors
Nebraska
$3.56M
MIM
4060
Merrion Investment Management
New Jersey
$3.55M
CFG
4061
Carter Financial Group
Illinois
$3.55M
SR
4062
Syntax Research
Florida
$3.55M
NL
4063
Navalign LLC
California
$3.55M
BCM
4064
Boreal Capital Management
Florida
$3.54M
KGC
4065
Kennon-Green & Company
Ohio
$3.53M
GWP
4066
Gen-Wealth Partners
Michigan
$3.53M
LF
4067
Lighthouse Financial
Florida
$3.53M
KLWA
4068
Kelly Lawrence W & Associates
California
$3.53M
SFB
4069
STAR Financial Bank
Indiana
$3.52M
Betterment LLC
4070
Betterment LLC
New York
$3.51M
BWM
4071
Birchcreek Wealth Management
Ohio
$3.51M
TCM
4072
Tributary Capital Management
Nebraska
$3.51M
E3F
4073
Eight 31 Financial
Texas
$3.51M
AL
4074
ADE LLC
Maryland
$3.51M
FSBI
4075
Fearless Solutions (Best Invest)
Texas
$3.51M