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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
NFA
5051
Northwest Financial Advisors
Virginia
$1.21M
HFF
5052
Halter Ferguson Financial
Indiana
$1.21M
PFA
5053
Presper Financial Architects
Ohio
$1.21M
MWP
5054
Meredith Wealth Planning
Illinois
$1.21M
FA
5055
Fortis Advisors
Pennsylvania
$1.21M
PA
5056
Persium Advisors
Georgia
$1.21M
MC
5057
McMorgan & Co
California
$1.21M
NWMP
5058
Noble Wealth Management PBC
Colorado
$1.21M
PIM
5059
Profit Investment Management
Maryland
$1.21M
TLFA
5060
True Link Financial Advisors
California
$1.2M
TWA
5061
Trellis Wealth Advisors
California
$1.2M
BP
5062
BWM Planning
Texas
$1.2M
MPCG
5063
Matrix Private Capital Group
New York
$1.2M
CFS
5064
Cannon Financial Strategists
Georgia
$1.2M
MWM
5065
McMill Wealth Management
Nebraska
$1.19M
DWMS
5066
Dominguez Wealth Management Solutions
Virginia
$1.19M
SG
5067
Stanich Group
New York
$1.19M
AC
5068
AXQ Capital
New Jersey
$1.19M
KNFPWM
5069
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.18M
KCM
5070
Kendall Capital Management
Maryland
$1.18M
RRWA
5071
Rainey & Randall Wealth Advisors
Florida
$1.18M
RB
5072
Richmond Brothers
Michigan
$1.18M
WFA
5073
Websterrogers Financial Advisors
South Carolina
$1.18M
QL
5074
Quarry LP
New York
$1.18M
IWP
5075
IAG Wealth Partners
Wisconsin
$1.18M