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Microsoft

5,768 hedge funds and large institutions have $2.75T invested in Microsoft in 2025 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 2,580 increasing their positions, 2,541 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,056
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
CFP
4101
Curran Financial Partners
South Carolina
$3.35M
BBA
4102
Braun-Bostich & Associates
Pennsylvania
$3.35M
SWG
4103
Summit Wealth Group
Vermont
$3.33M
IFU
4104
iSAM Funds (UK)
United Kingdom
$3.33M
DF
4105
DecisionPoint Financial
Arizona
$3.33M
PC
4106
Promus Capital
Illinois
$3.33M
VWA
4107
VSM Wealth Advisory
Maryland
$3.33M
CBOR
4108
Community Bank of Raymore
Missouri
$3.33M
SRWM
4109
Shira Ridge Wealth Management
California
$3.32M
GCM
4110
Geneva Capital Management
Wisconsin
$3.32M
TWM
4111
TriaGen Wealth Management
California
$3.32M
ORG
4112
Optimist Retirement Group
Washington
$3.31M
CGF
4113
Constant Guidance Financial
Massachusetts
$3.31M
FMP
4114
Financial Management Professionals
Texas
$3.31M
BW
4115
Blalock Williams
Alabama
$3.31M
LFASL
4116
Lugano Financial Advisors SA (LFA)
Switzerland
$3.31M
RA
4117
RoundAngle Advisors
New Jersey
$3.3M
NEWAS
4118
N.E.W. Advisory Services
Wisconsin
$3.3M
IFPG
4119
Intrepid Financial Planning Group
Indiana
$3.3M
B
4120
Birchbrook
Maine
$3.3M
CWA
4121
Centennial Wealth Advisory
Michigan
$3.29M
ACM
4122
Aurdan Capital Management
Pennsylvania
$3.29M
MTC
4123
Matrix Trust Company
Colorado
$3.29M
JEST
4124
JTC Employer Solutions Trustee
Jersey
$3.29M
HPBT
4125
Hickory Point Bank & Trust
Illinois
$3.28M