MSFT icon

Microsoft

5,767 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, 2,579 increasing their positions, 2,541 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,055
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
CFS
5201
CGC Financial Services
Oregon
$920K
SAM
5202
Sequent Asset Management
Texas
$919K
CFGF
5203
Compass Financial Group (Florida)
Florida
$919K
ACM
5204
Avos Capital Management
Washington
$912K
CFG
5205
Cornerstone Financial Group
Nebraska
$911K
NI
5206
NCP Inc
California
$910K
SWA
5207
ShankerValleau Wealth Advisors
Illinois
$910K
BFA
5208
Bluestem Financial Advisors
Illinois
$909K
KPF
5209
K2 Principal Fund
Ontario, Canada
$906K
LWA
5210
LifeGoal Wealth Advisors
New York
$906K
SPI
5211
Strategic Planning Inc
Ohio
$905K
RFA
5212
RTD Financial Advisors
Pennsylvania
$897K
AC
5213
Avant Capital
Louisiana
$894K
NAMA
5214
Nikko Asset Management Americas
New York
$886K
RWM
5215
RMG Wealth Management
Wisconsin
$886K
HA
5216
HFG Advisors
Ohio
$885K
GWM
5217
Global Wealth Management
New Jersey
$882K
GC
5218
Giverny Capital
Quebec, Canada
$882K
TCM
5219
TT Capital Management
California
$882K
KIM
5220
Karpus Investment Management
New York
$881K
DWS
5221
Dynamic Wealth Strategies
California
$881K
CCM
5222
Cutler Capital Management
Massachusetts
$880K
TSS
5223
Thomas Story & Son
Indiana
$878K
PCM
5224
Piedmont Capital Management
Montana
$878K
KA
5225
Kure Advisory
Minnesota
$873K