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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
CMBA
4576
C.M. Bidwell & Associates
Hawaii
$2.18M
LAM
4577
Lakewood Asset Management
Illinois
$2.18M
YIM
4578
Yoffe Investment Management
Pennsylvania
$2.18M
VR
4579
Valued Retirements
Texas
$2.17M
HTWM
4580
Hartmann Taylor Wealth Management
Texas
$2.17M
CFS
4581
Coordinated Financial Services
Colorado
$2.17M
TFM
4582
Trademark Financial Management
Minnesota
$2.17M
AFA
4583
American Financial Advisors
Georgia
$2.17M
GWA
4584
Geometric Wealth Advisors
District of Columbia
$2.17M
IWA
4585
IVC Wealth Advisors
Pennsylvania
$2.17M
SWMG
4586
Sard Wealth Management Group
Georgia
$2.17M
WWM
4587
Wiser Wealth Management
Georgia
$2.16M
BIA
4588
Baer Investment Advisory
California
$2.16M
RFN
4589
Redwood Financial Network
Ohio
$2.16M
CL
4590
COWA LLC
Oklahoma
$2.16M
GSF
4591
Grove Street Fiduciary
New Hampshire
$2.16M
WOSD
4592
WFA of San Diego
California
$2.16M
GJIA
4593
Glass Jacobson Investment Advisors
Maryland
$2.15M
ACM
4594
Absolute Capital Management
Pennsylvania
$2.15M
PPWM
4595
PFG Private Wealth Management
Florida
$2.15M
IWS
4596
Integrity Wealth Solutions
Colorado
$2.15M
CS
4597
Capital Square
Tennessee
$2.15M
HP
4598
Haven Private
Florida
$2.15M
GIM
4599
Groesbeck Investment Management
New Jersey
$2.13M
POIA
4600
Pin Oak Investment Advisors
Texas
$2.13M