MSFT icon

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