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
PWA
4226
PCG Wealth Advisors
Kansas
$3.11M
DFP
4227
Defined Financial Planning
California
$3.1M
MWPCG
4228
Measured Wealth Private Client Group
New Hampshire
$3.09M
PCM
4229
Portolan Capital Management
Massachusetts
$3.09M
AFO
4230
Arrowroot Family Office
California
$3.09M
DP
4231
Denver PWM
Colorado
$3.08M
SC
4232
Saiph Capital
New Jersey
$3.08M
ICM
4233
Intrepid Capital Management
Florida
$3.08M
SMG
4234
Smart Money Group
Texas
$3.07M
PFM
4235
Potomac Fund Management
Florida
$3.07M
SP
4236
Sequent Planning
Nebraska
$3.06M
PSCM
4237
Per Stirling Capital Management
Texas
$3.05M
GWAG
4238
Garrett Wealth Advisory Group
Texas
$3.05M
CP
4239
Creekside Partners
California
$3.05M
PBO
4240
Peoples Bank (Ohio)
Ohio
$3.05M
KFG
4241
Kingdom Financial Group
Arizona
$3.05M
MAG
4242
M3 Advisory Group
Massachusetts
$3.05M
RA
4243
Ruggaard & Associates
Ohio
$3.05M
TWM
4244
Tolleson Wealth Management
Texas
$3.04M
JTF
4245
J. Team Financial
Texas
$3.04M
LD
4246
Lipe & Dalton
New York
$3.04M
WA
4247
WPG Advisers
Maryland
$3.04M
AFA
4248
Antonelli Financial Advisors
Michigan
$3.04M
PPA
4249
Painted Porch Advisors
California
$3.03M
CWA
4250
CogentBlue Wealth Advisors
Tennessee
$3.03M