MSFT icon

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
KFP
5101
Kerr Financial Planning
California
$1.13M
APW
5102
Axim Planning & Wealth
Ohio
$1.13M
JWM
5103
JFG Wealth Management
Colorado
$1.13M
MF
5104
Manuka Financial
Virginia
$1.13M
LIWM
5105
Long Island Wealth Management
New York
$1.13M
SWM
5106
Shakespeare Wealth Management
Wisconsin
$1.13M
CWR
5107
Chico Wealth RIA
California
$1.12M
CPCP
5108
Cedar Point Capital Partners
Iowa
$1.12M
GFWA
5109
Grey Fox Wealth Advisors
Delaware
$1.12M
PFA
5110
Plotkin Financial Advisors
Maryland
$1.12M
SFC
5111
Summit Financial Consulting
Michigan
$1.12M
SHWM
5112
Smith & Howard Wealth Management
Georgia
$1.12M
LSL
5113
Legacy Solutions LLC
Pennsylvania
$1.12M
MPW
5114
MA Private Wealth
California
$1.11M
DFG
5115
Dupree Financial Group
Kentucky
$1.11M
RFG
5116
REAP Financial Group
Texas
$1.11M
EW
5117
Entruity Wealth
California
$1.1M
HPM
5118
Hudson Portfolio Management
New York
$1.1M
BWA
5119
BlueSky Wealth Advisors
North Carolina
$1.1M
CA
5120
Corrado Advisors
New Jersey
$1.1M
BWG
5121
Balanced Wealth Group
Ohio
$1.1M
JF
5122
Joule Financial
Kentucky
$1.1M
AWP
5123
Axis Wealth Partners
Rhode Island
$1.1M
WW
5124
Winnow Wealth
Texas
$1.09M
PCM
5125
Passive Capital Management
Maryland
$1.09M