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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
LPFG
4401
Landing Point Financial Group
Ohio
$2.57M
MAWCM
4402
Mine & Arao Wealth Creation & Management
California
$2.57M
BAM
4403
Broyhill Asset Management
North Carolina
$2.57M
EFP
4404
Elser Financial Planning
Indiana
$2.56M
WAOI
4405
Wealth Advisors of Iowa
Iowa
$2.55M
FFC
4406
Frederick Financial Consultants
Maryland
$2.55M
AP
4407
Atwood & Palmer
Missouri
$2.55M
LRWM
4408
Lord & Richards Wealth Management
Colorado
$2.55M
PBF
4409
Petix & Botte Financial
California
$2.54M
SW
4410
SMART Wealth
Nebraska
$2.54M
OWM
4411
Orgel Wealth Management
Wisconsin
$2.54M
SWM
4412
SK Wealth Management
Rhode Island
$2.54M
GFP
4413
Guardian Financial Partners
California
$2.54M
TF
4414
TLWM Financial
Texas
$2.53M
AW
4415
Apricus Wealth
South Carolina
$2.53M
DWM
4416
Dogwood Wealth Management
Kansas
$2.53M
WAM
4417
Worth Asset Management
Texas
$2.52M
PWC
4418
PYA Waltman Capital
Tennessee
$2.52M
RBC
4419
Roble Belko & Company
Pennsylvania
$2.52M
WCP
4420
Wealthcare Capital Partners
Pennsylvania
$2.52M
CCP
4421
Cunning Capital Partners
North Carolina
$2.52M
IG
4422
IFS Group
Pennsylvania
$2.52M
CQWA
4423
Chokshi & Queen Wealth Advisors
California
$2.52M
BWG
4424
Beta Wealth Group
California
$2.51M
FIBT
4425
First International Bank & Trust
North Dakota
$2.51M