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Microsoft

5,811 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, 2,598 increasing their positions, 2,561 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,811
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
5026
TPG Financial Advisors
Oregon
$1.25M
CWMA
5027
Capstone Wealth Management (Alabama)
Alabama
$1.25M
CWA
5028
Capital Wealth Alliance
Arizona
$1.24M
AWM
5029
AAF Wealth Management
Massachusetts
$1.24M
MFA
5030
Morling Financial Advisors
California
$1.24M
TWA
5031
Trace Wealth Advisors
California
$1.24M
AFIA
5032
America First Investment Advisors
Nebraska
$1.24M
LWM
5033
Lighthouse Wealth Management
Ohio
$1.24M
CFG
5034
CMC Financial Group
Georgia
$1.23M
FS
5035
Financial Symmetry
North Carolina
$1.23M
WFP
5036
Wrenne Financial Planning
Kentucky
$1.23M
CIAS
5037
CBIZ Investment Advisory Services
Ohio
$1.23M
BI
5038
Binnacle Investments
Iowa
$1.22M
SS
5039
Sound Stewardship
Kansas
$1.22M
TWG
5040
The Wealth Group
Minnesota
$1.22M
WA
5041
Wealthstar Advisors
Texas
$1.22M
CWM
5042
Copia Wealth Management
Oregon
$1.22M
AWA
5043
AmeriServ Wealth Advisors
Pennsylvania
$1.22M
DRP
5044
Decker Retirement Planning
Utah
$1.22M
WMWM
5045
Wilkins Miller Wealth Management
Alabama
$1.22M
CCMW
5046
Cypress Capital Management (Wyoming)
Wyoming
$1.22M
TC
5047
TAGStone Capital
North Carolina
$1.22M
DC
5048
Dahring Cusmano
Michigan
$1.22M
RFO
5049
RiverGlades Family Offices
Florida
$1.21M
CFO
5050
Custos Family Office
Texas
$1.21M