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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
HSG
4476
Helen Stephens Group
Texas
$2.41M
OWA
4477
ORBA Wealth Advisors
Illinois
$2.41M
SPL
4478
Smart Portfolios LLC
Washington
$2.41M
LFG
4479
Lockerman Financial Group
California
$2.41M
WCM
4480
Windsor Capital Management
Arizona
$2.41M
CWMS
4481
Cannon Wealth Management Services
North Carolina
$2.4M
LFS
4482
Littlejohn Financial Services
Oregon
$2.39M
RGF
4483
Retirement Guys Formula
Ohio
$2.39M
AWA
4484
A4 Wealth Advisors
North Carolina
$2.39M
TCGDR
4485
TB Capital Gestao de Recursos
$2.38M
NWP
4486
NerdWallet Wealth Partners
New York
$2.38M
BWM
4487
Brown Wealth Management
Illinois
$2.38M
OC
4488
OxenFree Capital
Florida
$2.38M
AM
4489
Account Management
Massachusetts
$2.38M
RCM
4490
Ratan Capital Management
Florida
$2.38M
WIA
4491
Wetzel Investment Advisors
Indiana
$2.37M
LRIC
4492
Long Road Investment Counsel
Michigan
$2.37M
MWA
4493
Muirfield Wealth Advisors
North Carolina
$2.36M
FAIM
4494
Financial Advocates Investment Management
Washington
$2.36M
HA
4495
Hanover Advisors
South Carolina
$2.36M
DHC
4496
Drum Hill Capital
Connecticut
$2.36M
SWM
4497
Selective Wealth Management
Virginia
$2.36M
SSIM
4498
Sheets Smith Investment Management
Texas
$2.36M
EP
4499
Essential Planning
New Hampshire
$2.36M
SWM
4500
Sterling Wealth Management
Illinois
$2.36M