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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
CHJWM
4301
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.79M
CPA
4302
Cathy Pareto & Associates
Florida
$2.78M
EC
4303
Eleva Capital
France
$2.78M
PPWM
4304
Perissos Private Wealth Management
Oklahoma
$2.78M
SI
4305
Stonekeep Investments
New Mexico
$2.77M
MCM
4306
Mainstream Capital Management
California
$2.77M
GWWM
4307
Great Waters Wealth Management
Minnesota
$2.77M
PRI
4308
Prepared Retirement Institute
Pennsylvania
$2.77M
TPWM
4309
Twelve Points Wealth Management
Massachusetts
$2.76M
3F
4310
360 Financial
Minnesota
$2.75M
MCM
4311
Mainstay Capital Management
Michigan
$2.75M
MSWM
4312
Mowery & Schoenfeld Wealth Management
Illinois
$2.75M
EPM
4313
Elm Partners Management
Pennsylvania
$2.74M
VW
4314
Vance Wealth
California
$2.73M
RWM
4315
Rezny Wealth Management
Florida
$2.73M
ACA
4316
Ascension Capital Advisors
Texas
$2.72M
EWM
4317
Endowment Wealth Management
Wisconsin
$2.72M
MWC
4318
MBM Wealth Consultants
Missouri
$2.72M
CA
4319
Crumly & Associates
Illinois
$2.72M
WAG
4320
Windsor Advisory Group
Ohio
$2.71M
CWA
4321
Continuum Wealth Advisors
New York
$2.71M
FFM
4322
Flagstone Financial Management
Nebraska
$2.71M
LOAMU
4323
Lombard Odier Asset Management (USA)
New York
$2.71M
TA
4324
TrueWealth Advisors
Alabama
$2.7M
CWM
4325
CarsonAllaria Wealth Management
Illinois
$2.7M