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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
FCG
5351
Financial Connections Group
California
$745K
BIA
5352
Barry Investment Advisors
Massachusetts
$743K
JWM
5353
JDH Wealth Management
California
$742K
BWL
5354
Beacon Wealthcare LLC
North Carolina
$741K
PA
5355
Prism Advisors
California
$741K
AWM
5356
Altus Wealth Management
Kentucky
$738K
PPW
5357
PACK Private Wealth
Minnesota
$738K
OA
5358
Oceanside Advisors
South Carolina
$738K
CAAM
5359
Cornerstone Advisors Asset Management
Pennsylvania
$737K
SAM
5360
Stenahm Asset Management
Guernsey
$735K
NLWP
5361
Next Level Wealth Planning
Idaho
$735K
MSA
5362
Marathon Strategic Advisors
Pennsylvania
$726K
MCA
5363
Martin Capital Advisors
Texas
$725K
BFP
5364
Briaud Financial Planning
Texas
$724K
TPW
5365
Tiller Private Wealth
Pennsylvania
$724K
FI
5366
FIDELIS iM
Oregon
$723K
LW
5367
Lauer Wealth
Indiana
$721K
LAMNM
5368
Longview Asset Management (New Mexico)
New Mexico
$721K
CFP
5369
Cypress Financial Planning
New Jersey
$721K
FIG
5370
FSA Investment Group
Florida
$719K
GWA
5371
Genesis Wealth Advisors
Massachusetts
$718K
WC
5372
Wexford Capital
Florida
$717K
PAG
5373
Poinciana Advisors Group
Florida
$716K
LAM
5374
Lountzis Asset Management
Pennsylvania
$716K
BCM
5375
Birmingham Capital Management
Alabama
$712K