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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
TFA
4501
Trinity Financial Advisors
Ohio
$2.35M
ANBOT
4502
American National Bank of Texas
Texas
$2.34M
PFG
4503
Prospect Financial Group
Virginia
$2.34M
EPA
4504
Element Pointe Advisors
Florida
$2.34M
UIM
4505
Unified Investment Management
Georgia
$2.33M
CWA
4506
Clearview Wealth Advisors
Oregon
$2.33M
NFTC
4507
North Forty Two & Co
Oregon
$2.33M
OC
4508
Optimas Capital
Hong Kong
$2.33M
BCM
4509
BluePath Capital Management
Georgia
$2.33M
SCA
4510
Southern Capital Advisors
Tennessee
$2.33M
PWA
4511
Peterson Wealth Advisors
Utah
$2.32M
HAFG
4512
Hansen & Associates Financial Group
California
$2.31M
CMF
4513
Counterpoint Mutual Funds
California
$2.31M
PFS
4514
Prospect Financial Services
New York
$2.31M
MCC
4515
Malaga Cove Capital
California
$2.31M
WAG
4516
Wiser Advisor Group
Arizona
$2.31M
MAM
4517
Marotta Asset Management
Virginia
$2.31M
VAMG
4518
Voisard Asset Management Group
Michigan
$2.31M
RK
4519
Rather & Kittrell
Tennessee
$2.3M
WH
4520
Wallace Hart
Kentucky
$2.3M
KFS
4521
Kelly Financial Services
Massachusetts
$2.3M
PCM
4522
Payne Capital Management
New York
$2.29M
SWM
4523
SilverOak Wealth Management
Minnesota
$2.28M
CFIM
4524
Client First Investment Management
Wisconsin
$2.28M
SWM
4525
Shelton Wealth Management
Texas
$2.28M