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Microsoft

5,784 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, 2,586 increasing their positions, 2,548 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,784
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,063
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 +$25.7B
2 +$5.33B
3 +$4.06B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.87B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.93B

Top Sellers

1 -$8.81B
2 -$2.98B
3 -$2.49B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.43B
5
Axa
Axa
France
-$2.12B
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
4501
Kelly Financial Services
Massachusetts
$2.3M
PCM
4502
Payne Capital Management
New York
$2.29M
SWM
4503
SilverOak Wealth Management
Minnesota
$2.28M
CFIM
4504
Client First Investment Management
Wisconsin
$2.28M
SWM
4505
Shelton Wealth Management
Texas
$2.28M
IA
4506
Inspire Advisors
Idaho
$2.28M
PA
4507
Promethium Advisors
Maryland
$2.28M
RPA
4508
Rock Point Advisors
Vermont
$2.28M
CCA
4509
Cravens & Co Advisors
Tennessee
$2.28M
IAA
4510
Ironsides Asset Advisors
North Carolina
$2.27M
BIA
4511
Bell Investment Advisors
California
$2.27M
RTL
4512
Red Tortoise LLC
Georgia
$2.27M
NCM
4513
Next Capital Management
New York
$2.26M
RA
4514
Riverstone Advisors
Texas
$2.26M
MWP
4515
Momentum Wealth Planning
Florida
$2.26M
SIS
4516
Strategic Investment Solutions
Illinois
$2.26M
TCM
4517
Thoma Capital Management
Maryland
$2.25M
DWS
4518
Discipline Wealth Solutions
South Carolina
$2.25M
IA
4519
Invested Advisors
Pennsylvania
$2.25M
PCWA
4520
Pacific Capital Wealth Advisors
California
$2.24M
EWA
4521
EQ Wealth Advisors
Texas
$2.24M
VFP
4522
Verus Financial Partners
Virginia
$2.24M
BC
4523
Brio Consultants
California
$2.24M
CDWM
4524
Campbell Deegan Wealth Management
Virginia
$2.23M
KA
4525
Kearns & Associates
California
$2.23M