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Microsoft

5,768 hedge funds and large institutions have $2.75T invested in Microsoft in 2025 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 2,580 increasing their positions, 2,541 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,056
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
VR
4551
Valued Retirements
Texas
$2.17M
HTWM
4552
Hartmann Taylor Wealth Management
Texas
$2.17M
CFS
4553
Coordinated Financial Services
Colorado
$2.17M
TFM
4554
Trademark Financial Management
Minnesota
$2.17M
AFA
4555
American Financial Advisors
Georgia
$2.17M
GWA
4556
Geometric Wealth Advisors
District of Columbia
$2.17M
IWA
4557
IVC Wealth Advisors
Pennsylvania
$2.17M
SWMG
4558
Sard Wealth Management Group
Georgia
$2.17M
WWM
4559
Wiser Wealth Management
Georgia
$2.16M
BIA
4560
Baer Investment Advisory
California
$2.16M
RFN
4561
Redwood Financial Network
Ohio
$2.16M
CL
4562
COWA LLC
Oklahoma
$2.16M
GSF
4563
Grove Street Fiduciary
New Hampshire
$2.16M
GJIA
4564
Glass Jacobson Investment Advisors
Maryland
$2.15M
ACM
4565
Absolute Capital Management
Pennsylvania
$2.15M
PPWM
4566
PFG Private Wealth Management
Florida
$2.15M
IWS
4567
Integrity Wealth Solutions
Colorado
$2.15M
CS
4568
Capital Square
Tennessee
$2.15M
HP
4569
Haven Private
Florida
$2.15M
GIM
4570
Groesbeck Investment Management
New Jersey
$2.13M
POIA
4571
Pin Oak Investment Advisors
Texas
$2.13M
RCM
4572
RMR Capital Management
California
$2.13M
CA
4573
Crane Advisory
California
$2.13M
IIM
4574
Ironwood Investment Management
Massachusetts
$2.12M
IDA
4575
Intelligence Driven Advisers
California
$2.12M