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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
CWA
4176
Cura Wealth Advisors
Illinois
$3.22M
CA
4177
Cortland Associates
Missouri
$3.22M
TBWA
4178
Three Bridge Wealth Advisors
California
$3.22M
WTFG
4179
Wood Tarver Financial Group
Idaho
$3.22M
XSC
4180
X-Square Capital
Puerto Rico
$3.22M
VWM
4181
Vivid Wealth Management
Iowa
$3.21M
WF
4182
WinCap Financial
Massachusetts
$3.21M
YWS
4183
Yarger Wealth Strategies
Ohio
$3.2M
MWM
4184
Meritas Wealth Management
California
$3.2M
CM
4185
CastleKnight Management
New York
$3.2M
PWM
4186
Palacios Wealth Management
Florida
$3.2M
LWA
4187
Lantern Wealth Advisors
New York
$3.2M
AIA
4188
Armor Investment Advisors
North Carolina
$3.2M
RIS
4189
Retirement Income Solutions
Michigan
$3.19M
MPW
4190
Magnolia Private Wealth
Pennsylvania
$3.19M
T
4191
Tableaux
Massachusetts
$3.19M
MIM
4192
Macroview Investment Management
Maryland
$3.19M
AWM
4193
Abound Wealth Management
Tennessee
$3.19M
CIC
4194
Chase Investment Counsel
Virginia
$3.19M
MWM
4195
Meadowbrook Wealth Management
New York
$3.18M
FF
4196
Formulate Financial
Florida
$3.17M
CIA
4197
Caerus Investment Advisors
Texas
$3.17M
CCM
4198
Check Capital Management
California
$3.17M
AIM
4199
ARK Investment Management
Florida
$3.17M
TI
4200
Truxt Investmentos
Brazil
$3.17M