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Microsoft

5,765 hedge funds and large institutions have $2.75T invested in Microsoft in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 2,578 increasing their positions, 2,538 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,054
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
WFPG
5301
Waller Financial Planning Group
Ohio
$762K
EFP
5302
EnRich Financial Partners
Wisconsin
$760K
FOR
5303
Family Office Research
Maryland
$759K
BWM
5304
BCGM Wealth Management
Indiana
$756K
GFM
5305
GEN Financial Management
Minnesota
$756K
WCM
5306
Wealthcare Capital Management
Virginia
$751K
GCM
5307
Galibier Capital Management
Ontario, Canada
$751K
BBWP
5308
Beacon Bridge Wealth Partners
Pennsylvania
$747K
DLHL
5309
Donald L. Hagan LLC
Florida
$746K
Q1WB
5310
Quest 10 Wealth Builders
Virginia
$746K
FCG
5311
Financial Connections Group
California
$745K
BIA
5312
Barry Investment Advisors
Massachusetts
$743K
JWM
5313
JDH Wealth Management
California
$742K
BWL
5314
Beacon Wealthcare LLC
North Carolina
$741K
PA
5315
Prism Advisors
California
$741K
AWM
5316
Altus Wealth Management
Kentucky
$738K
PPW
5317
PACK Private Wealth
Minnesota
$738K
OA
5318
Oceanside Advisors
South Carolina
$738K
CAAM
5319
Cornerstone Advisors Asset Management
Pennsylvania
$737K
SAM
5320
Stenahm Asset Management
Guernsey
$735K
NLWP
5321
Next Level Wealth Planning
Idaho
$735K
MSA
5322
Marathon Strategic Advisors
Pennsylvania
$726K
MCA
5323
Martin Capital Advisors
Texas
$725K
BFP
5324
Briaud Financial Planning
Texas
$724K
TPW
5325
Tiller Private Wealth
Pennsylvania
$724K