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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
CWM
5401
Capital Wealth Management
Rhode Island
$675K
DWM
5402
DKM Wealth Management
California
$675K
OFG
5403
Omega Financial Group
California
$675K
DFG
5404
Dynamic Financial Group
Iowa
$675K
STFP
5405
Signal Tree Financial Partners
Ohio
$674K
CC
5406
Carlson Capital
Texas
$673K
CWP
5407
Corepath Wealth Partners
Arizona
$669K
OCM
5408
Objective Capital Management
Ohio
$669K
MPCL
5409
My Personal CFO LLC
Washington
$661K
FWMP
5410
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$661K
SPIO
5411
Seven Post Investment Office
California
$660K
OAP
5412
One Advisory Partners
Kansas
$657K
HAFS
5413
Hapanowicz & Associates Financial Services
Pennsylvania
$653K
PWA
5414
Principia Wealth Advisory
Texas
$651K
MFG
5415
Mustico Financial Group
New York
$648K
HIA
5416
HTG Investment Advisors
Connecticut
$647K
LTL
5417
Lowery Thomas LLC
California
$646K
GWMI
5418
Guardian Wealth Management (Illinois)
Illinois
$645K
GWAM
5419
Guardian Wealth Advisors (Minnesota)
Minnesota
$644K
SC
5420
Steph & Co
Wisconsin
$641K
LFA
5421
LifeGuide Financial Advisors
Pennsylvania
$641K
FF
5422
Financial Futures
New Jersey
$639K
FOFP
5423
Fee-Only Financial Planning
South Carolina
$635K
BHWM
5424
Bay Harbor Wealth Management
Maryland
$635K
EFG
5425
Ehrlich Financial Group
California
$633K