MSFT icon

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
IA
4151
IFG Advisors
Missouri
$3.28M
AWS
4152
Aspen Wealth Strategies
Colorado
$3.28M
FL
4153
FreeGulliver LLC
Louisiana
$3.28M
KIG
4154
Kennedy Investment Group
New Jersey
$3.28M
HFS
4155
Hopwood Financial Services
Virginia
$3.28M
RLH
4156
RD Lewis Holdings
Florida
$3.27M
GWM
4157
GK Wealth Management
Nevada
$3.27M
RCS
4158
Retirement Capital Strategies
California
$3.27M
GSC
4159
G&S Capital
Colorado
$3.27M
SHJ
4160
Sharkey, Howes & Javer
Colorado
$3.27M
MAM
4161
Mainsail Asset Management
Alabama
$3.27M
BHWM
4162
Beaird Harris Wealth Management
Texas
$3.27M
CRIG
4163
Charter Research & Investment Group
Connecticut
$3.27M
PWS
4164
Precision Wealth Strategies
Missouri
$3.27M
WFA
4165
WestHill Financial Advisors
California
$3.26M
SPAS
4166
Spectrum Planning & Advisory Services
California
$3.26M
DAM
4167
Doheny Asset Management
California
$3.26M
TCM
4168
Traub Capital Management
Massachusetts
$3.26M
NWAG
4169
Net Worth Advisory Group
Utah
$3.26M
ACC
4170
Acorn Creek Capital
Colorado
$3.26M
HA
4171
Hofer & Associates
California
$3.25M
FHB
4172
First Hawaiian Bank
Hawaii
$3.24M
MWM
4173
MorganRosel Wealth Management
Colorado
$3.24M
HFAS
4174
Hummer Financial Advisory Services
Illinois
$3.23M
CWMGO
4175
Capstone Wealth Management Group (Oregon)
Oregon
$3.23M