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