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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
LWM
5001
Lighthouse Wealth Management
Ohio
$1.24M
CFG
5002
CMC Financial Group
Georgia
$1.23M
FS
5003
Financial Symmetry
North Carolina
$1.23M
WFP
5004
Wrenne Financial Planning
Kentucky
$1.23M
CIAS
5005
CBIZ Investment Advisory Services
Ohio
$1.23M
BI
5006
Binnacle Investments
Iowa
$1.22M
SS
5007
Sound Stewardship
Kansas
$1.22M
TWG
5008
The Wealth Group
Minnesota
$1.22M
WA
5009
Wealthstar Advisors
Texas
$1.22M
CWM
5010
Copia Wealth Management
Oregon
$1.22M
AWA
5011
AmeriServ Wealth Advisors
Pennsylvania
$1.22M
DRP
5012
Decker Retirement Planning
Utah
$1.22M
WMWM
5013
Wilkins Miller Wealth Management
Alabama
$1.22M
CCMW
5014
Cypress Capital Management (Wyoming)
Wyoming
$1.22M
TC
5015
TAGStone Capital
North Carolina
$1.22M
DC
5016
Dahring Cusmano
Michigan
$1.22M
RFO
5017
RiverGlades Family Offices
Florida
$1.21M
CFO
5018
Custos Family Office
Texas
$1.21M
NFA
5019
Northwest Financial Advisors
Virginia
$1.21M
HFF
5020
Halter Ferguson Financial
Indiana
$1.21M
PFA
5021
Presper Financial Architects
Ohio
$1.21M
MWP
5022
Meredith Wealth Planning
Illinois
$1.21M
FA
5023
Fortis Advisors
Pennsylvania
$1.21M
PA
5024
Persium Advisors
Georgia
$1.21M
MC
5025
McMorgan & Co
California
$1.21M