MSFT icon

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
AAS
5376
Asset Allocation Strategies
Michigan
$711K
OKSA
5377
O'Keefe Stevens Advisory
New York
$710K
SC
5378
Schiavi & Co
Delaware
$709K
SIA
5379
Spectrum Investment Advisors
Wisconsin
$707K
AAG
5380
Avalon Advisory Group
Pennsylvania
$704K
FAM
5381
Fenimore Asset Management
New York
$704K
DAL
5382
Delta Accumulation LLC
California
$701K
DWM
5383
Denver Wealth Management
Colorado
$700K
ICM
5384
Innovator Capital Management
Illinois
$699K
LWA
5385
Ledgewood Wealth Advisors
New Hampshire
$699K
VFIC
5386
Valley Forge Investment Consultants
Pennsylvania
$699K
SF
5387
Seek First
California
$695K
FIA
5388
FPC Investment Advisory
California
$693K
LFWA
5389
LBJ Family Wealth Advisors
Texas
$692K
MWA
5390
Merkkuri Wealth Advisors
New York
$692K
MAP
5391
Moody Aldrich Partners
Massachusetts
$691K
VFG
5392
Valley Financial Group
Pennsylvania
$689K
5W
5393
5T Wealth
California
$687K
NJBEST
5394
New Jersey Better Educational Savings Trust
New Jersey
$685K
FPCG
5395
Forum Private Client Group
Indiana
$683K
DWA
5396
Delta Wealth Advisors
Indiana
$683K
LKBC
5397
L.K. Benson & Company
Maryland
$681K
AFA
5398
Alpha Financial Advisors
North Carolina
$681K
LL
5399
LPWM LLC
Minnesota
$678K
PAM
5400
PVG Asset Management
Colorado
$678K