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Microsoft

5,783 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, 2,584 increasing their positions, 2,549 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,783
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,062
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
CWM
5376
Capital Wealth Management
Rhode Island
$675K
DWM
5377
DKM Wealth Management
California
$675K
OFG
5378
Omega Financial Group
California
$675K
DFG
5379
Dynamic Financial Group
Iowa
$675K
STFP
5380
Signal Tree Financial Partners
Ohio
$674K
CC
5381
Carlson Capital
Texas
$673K
CWP
5382
Corepath Wealth Partners
Arizona
$669K
OCM
5383
Objective Capital Management
Ohio
$669K
MPCL
5384
My Personal CFO LLC
Washington
$661K
FWMP
5385
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$661K
SPIO
5386
Seven Post Investment Office
California
$660K
OAP
5387
One Advisory Partners
Kansas
$657K
HAFS
5388
Hapanowicz & Associates Financial Services
Pennsylvania
$653K
MFG
5389
Mustico Financial Group
New York
$648K
HIA
5390
HTG Investment Advisors
Connecticut
$647K
LTL
5391
Lowery Thomas LLC
California
$646K
GWM
5392
Guardian Wealth Management
Illinois
$645K
GWAM
5393
Guardian Wealth Advisors (Minnesota)
Minnesota
$644K
SC
5394
Steph & Co
Wisconsin
$641K
LFA
5395
LifeGuide Financial Advisors
Pennsylvania
$641K
FF
5396
Financial Futures
New Jersey
$639K
FOFP
5397
Fee-Only Financial Planning
South Carolina
$635K
BHWM
5398
Bay Harbor Wealth Management
Maryland
$635K
EFG
5399
Ehrlich Financial Group
California
$633K
GWM
5400
Grand Wealth Management
Michigan
$633K