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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
SOWAS
5226
Silver Oak Wealth Advisors Services
California
$934K
RWM
5227
Ruedi Wealth Management
Illinois
$931K
CWM
5228
Chicago Wealth Management
Illinois
$930K
EPP
5229
ETF Portfolio Partners
Kansas
$927K
RWM
5230
Riverchase Wealth Management
Texas
$925K
ACH
5231
ArrowMark Colorado Holdings
Colorado
$925K
EW
5232
Enzi Wealth
Texas
$923K
SIM
5233
Synergy Investment Management
Florida
$922K
BWM
5234
Base Wealth Management
Florida
$921K
CFS
5235
CGC Financial Services
Oregon
$920K
SAM
5236
Sequent Asset Management
Texas
$919K
CFGF
5237
Compass Financial Group (Florida)
Florida
$919K
ACM
5238
Avos Capital Management
Washington
$912K
CFG
5239
Cornerstone Financial Group
Nebraska
$911K
NI
5240
NCP Inc
California
$910K
SWA
5241
ShankerValleau Wealth Advisors
Illinois
$910K
BFA
5242
Bluestem Financial Advisors
Illinois
$909K
KPF
5243
K2 Principal Fund
Ontario, Canada
$906K
LWA
5244
LifeGoal Wealth Advisors
New York
$906K
SPI
5245
Strategic Planning Inc
Ohio
$905K
RFA
5246
RTD Financial Advisors
Pennsylvania
$897K
AC
5247
Avant Capital
Louisiana
$894K
KG
5248
Kilter Group
New York
$891K
NAMA
5249
Nikko Asset Management Americas
New York
$886K
RWM
5250
RMG Wealth Management
Wisconsin
$886K