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Microsoft

5,812 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, 2,561 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,812
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
CWM
4351
CarsonAllaria Wealth Management
Illinois
$2.7M
DA
4352
Doliver Advisors
Texas
$2.7M
WPW
4353
Watershed Private Wealth
Illinois
$2.7M
SCM
4354
Sandler Capital Management
New York
$2.7M
Cohen & Steers
4355
Cohen & Steers
New York
$2.69M
UIA
4356
Ulland Investment Advisors
Minnesota
$2.69M
AWM
4357
Accredited Wealth Management
Kentucky
$2.69M
CA
4358
Clune & Associates
Illinois
$2.69M
MWP
4359
Meriwether Wealth & Planning
Louisiana
$2.68M
IA
4360
IMZ Advisory
Florida
$2.67M
SM
4361
Samjo Management
New York
$2.67M
CAIMH
4362
Central Asset Investments & Management Holdings
Hong Kong
$2.66M
MWM
4363
MFG Wealth Management
Indiana
$2.66M
SA
4364
Sonoma Allocations
California
$2.66M
JWM
4365
Jacksonville Wealth Management
Florida
$2.66M
FAN
4366
Financial Advisors Network
California
$2.66M
SC
4367
Seldon Capital
California
$2.66M
KWM
4368
Kaydan Wealth Management
Michigan
$2.65M
BWS
4369
Broadway Wealth Solutions
Texas
$2.65M
LCM
4370
Laurion Capital Management
New York
$2.65M
BWG
4371
Berry Wealth Group
Texas
$2.65M
WAM
4372
WealthTrust Asset Management
Florida
$2.64M
NCG
4373
Newport Capital Group
New Jersey
$2.64M
SWIM
4374
Smallwood Wealth Investment Management
New Jersey
$2.64M
MWS
4375
MFA Wealth Services
California
$2.64M