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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
CWMGO
4151
Capstone Wealth Management Group (Oregon)
Oregon
$3.23M
CWA
4152
Cura Wealth Advisors
Illinois
$3.22M
CA
4153
Cortland Associates
Missouri
$3.22M
TBWA
4154
Three Bridge Wealth Advisors
California
$3.22M
WTFG
4155
Wood Tarver Financial Group
Idaho
$3.22M
XSC
4156
X-Square Capital
Puerto Rico
$3.22M
VWM
4157
Vivid Wealth Management
Iowa
$3.21M
WF
4158
WinCap Financial
Massachusetts
$3.21M
YWS
4159
Yarger Wealth Strategies
Ohio
$3.2M
MWM
4160
Meritas Wealth Management
California
$3.2M
CM
4161
CastleKnight Management
New York
$3.2M
PWM
4162
Palacios Wealth Management
Florida
$3.2M
LWA
4163
Lantern Wealth Advisors
New York
$3.2M
AIA
4164
Armor Investment Advisors
North Carolina
$3.2M
RIS
4165
Retirement Income Solutions
Michigan
$3.19M
MPW
4166
Magnolia Private Wealth
Pennsylvania
$3.19M
T
4167
Tableaux
Massachusetts
$3.19M
MIM
4168
Macroview Investment Management
Maryland
$3.19M
AWM
4169
Abound Wealth Management
Tennessee
$3.19M
CIC
4170
Chase Investment Counsel
Virginia
$3.19M
MWM
4171
Meadowbrook Wealth Management
New York
$3.18M
FF
4172
Formulate Financial
Florida
$3.17M
CIA
4173
Caerus Investment Advisors
Texas
$3.17M
CCM
4174
Check Capital Management
California
$3.17M
AIM
4175
ARK Investment Management
Florida
$3.17M