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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
BAWM
5176
Bennett Associates Wealth Management
Pennsylvania
$1M
CPA
5177
Compass Planning Associates
Massachusetts
$998K
PP
5178
PFS Partners
New Jersey
$997K
EWM
5179
Evolution Wealth Management
Florida
$996K
CA
5180
Cresta Advisors
Texas
$996K
PWM
5181
Puff Wealth Management
New Jersey
$995K
HAP
5182
Harbor Asset Planning
Massachusetts
$994K
KSWA
5183
Kathleen S. Wright Associates
Pennsylvania
$992K
VI
5184
VanderPol Investments
Michigan
$991K
COFSG
5185
Carbahal Olsen Financial Services Group
California
$989K
CPA
5186
Clear Point Advisors
New York
$988K
KBG
5187
Kahn Brothers Group
New York
$987K
OFG
5188
Opulen Financial Group
Virginia
$985K
EWA
5189
Elevate Wealth Advisory
Georgia
$984K
HFW
5190
Horizon Family Wealth
Illinois
$981K
SSA
5191
Sierra Summit Advisors
Nevada
$979K
PF
5192
Penney Financial
Texas
$979K
MCM
5193
MontVue Capital Management
Virginia
$978K
FFG
5194
Foundry Financial Group
New Hampshire
$976K
LIM
5195
Letson Investment Management
Georgia
$975K
UFA
5196
Uptown Financial Advisors
Texas
$973K
ICCON
5197
Investment Counsel Company of Nevada
Nevada
$972K
CCM
5198
Charter Capital Management
Wisconsin
$963K
CJ
5199
Caitlin John
Michigan
$963K
MFG
5200
Mann Financial Group
Minnesota
$962K