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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
FIBT
4426
First International Bank & Trust
North Dakota
$2.51M
LI
4427
LVZ Inc
Michigan
$2.5M
SOAG
4428
Silver Oak Advisory Group
Oregon
$2.5M
CTC
4429
Corundum Trust Company
South Dakota
$2.5M
OWM
4430
OneAscent Wealth Management
Alabama
$2.5M
CAG
4431
Curtis Advisory Group
California
$2.5M
PWA
4432
Portus Wealth Advisors
North Carolina
$2.5M
HWMC
4433
Heritage Wealth Management (California)
California
$2.5M
WCM
4434
Warburton Capital Management
Oklahoma
$2.5M
CMA
4435
Cedar Mountain Advisors
Oregon
$2.49M
TF
4436
Tudor Financial
Ohio
$2.49M
WCBA
4437
Weaver C. Barksdale & Associates
Tennessee
$2.49M
PCFFS
4438
Pacific Center for Financial Services
California
$2.49M
APM
4439
Advanced Portfolio Management
New York
$2.49M
CCP
4440
Cassia Capital Partners
North Carolina
$2.49M
PGF
4441
Plan Group Financial
Oklahoma
$2.48M
CWM
4442
Comprehensive Wealth Management
Washington
$2.48M
OBWP
4443
O'Brien Wealth Partners
Massachusetts
$2.48M
API
4444
Asset Planning Inc
California
$2.47M
CW
4445
Code Waechter
Florida
$2.47M
EA
4446
Echo45 Advisors
California
$2.47M
XWM
4447
Xcel Wealth Management
Florida
$2.47M
MCM
4448
M1 Capital Management
Michigan
$2.47M
IFO
4449
Independent Family Office
New York
$2.47M
HGA
4450
Hobbs Group Advisors
South Carolina
$2.47M