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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
SOAG
4401
Silver Oak Advisory Group
Oregon
$2.5M
CTC
4402
Corundum Trust Company
South Dakota
$2.5M
OWM
4403
OneAscent Wealth Management
Alabama
$2.5M
CAG
4404
Curtis Advisory Group
California
$2.5M
PWA
4405
Portus Wealth Advisors
North Carolina
$2.5M
HWMC
4406
Heritage Wealth Management (California)
California
$2.5M
WCM
4407
Warburton Capital Management
Oklahoma
$2.5M
CMA
4408
Cedar Mountain Advisors
Oregon
$2.49M
TF
4409
Tudor Financial
Ohio
$2.49M
WCBA
4410
Weaver C. Barksdale & Associates
Tennessee
$2.49M
PCFFS
4411
Pacific Center for Financial Services
California
$2.49M
APM
4412
Advanced Portfolio Management
New York
$2.49M
CCP
4413
Cassia Capital Partners
North Carolina
$2.49M
PGF
4414
Plan Group Financial
Oklahoma
$2.48M
CWM
4415
Comprehensive Wealth Management
Washington
$2.48M
OBWP
4416
O'Brien Wealth Partners
Massachusetts
$2.48M
API
4417
Asset Planning Inc
California
$2.47M
CW
4418
Code Waechter
Florida
$2.47M
EA
4419
Echo45 Advisors
California
$2.47M
XWM
4420
Xcel Wealth Management
Florida
$2.47M
MCM
4421
M1 Capital Management
Michigan
$2.47M
IFO
4422
Independent Family Office
New York
$2.47M
HGA
4423
Hobbs Group Advisors
South Carolina
$2.47M
KCM
4424
KRS Capital Management
Michigan
$2.47M
VPP
4425
Vertex Planning Partners
Illinois
$2.47M