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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
FI
5326
FIDELIS iM
Oregon
$723K
LW
5327
Lauer Wealth
Indiana
$721K
LAMNM
5328
Longview Asset Management (New Mexico)
New Mexico
$721K
CFP
5329
Cypress Financial Planning
New Jersey
$721K
FIG
5330
FSA Investment Group
Florida
$719K
GWA
5331
Genesis Wealth Advisors
Massachusetts
$718K
WC
5332
Wexford Capital
Florida
$717K
PAG
5333
Poinciana Advisors Group
Florida
$716K
LAM
5334
Lountzis Asset Management
Pennsylvania
$716K
BCM
5335
Birmingham Capital Management
Alabama
$712K
AAS
5336
Asset Allocation Strategies
Michigan
$711K
OKSA
5337
O'Keefe Stevens Advisory
New York
$710K
SC
5338
Schiavi & Co
Delaware
$709K
SIA
5339
Spectrum Investment Advisors
Wisconsin
$707K
AAG
5340
Avalon Advisory Group
Pennsylvania
$704K
FAM
5341
Fenimore Asset Management
New York
$704K
DAL
5342
Delta Accumulation LLC
California
$701K
DWM
5343
Denver Wealth Management
Colorado
$700K
ICM
5344
Innovator Capital Management
Illinois
$699K
LWA
5345
Ledgewood Wealth Advisors
New Hampshire
$699K
VFIC
5346
Valley Forge Investment Consultants
Pennsylvania
$699K
SF
5347
Seek First
California
$695K
FIA
5348
FPC Investment Advisory
California
$693K
LFWA
5349
LBJ Family Wealth Advisors
Texas
$692K
MWA
5350
Merkkuri Wealth Advisors
New York
$692K