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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
T
5401
TrueFG
Texas
$630K
B
5402
BetterWealth
California
$628K
MAM
5403
McCarthy Asset Management
California
$628K
UFPG
5404
United Financial Planning Group
New York
$628K
FIM
5405
Freedom Investment Management
Connecticut
$626K
JPT
5406
Jordan Park Trust
New Hampshire
$626K
JCIA
5407
Jackson Creek Investment Advisors
Colorado
$625K
HFA
5408
Highland Financial Advisors
New Jersey
$621K
CPP
5409
Capasso Planning Partners
South Carolina
$619K
WCM
5410
WealthTrak Capital Management
Virginia
$617K
BFP
5411
Beacon Financial Planning
Massachusetts
$615K
MF
5412
Midwestern Financial
Iowa
$613K
OFP
5413
OLIO Financial Planning
Virginia
$612K
SG
5414
Strid Group
Pennsylvania
$610K
LWMNY
5415
Landmark Wealth Management (New York)
New York
$609K
JWBC
5416
John W. Brooker & Co
California
$602K
PIS
5417
POM Investment Strategies
North Carolina
$601K
SCM
5418
Schnieders Capital Management
California
$598K
MFG
5419
Marmo Financial Group
Tennessee
$595K
TSS
5420
Two Sigma Securities
New York
$595K
TWCA
5421
Two West Capital Advisors
Kansas
$593K
DIM
5422
DC Investments Management
Virginia
$591K
GG
5423
GenWealth Group
New Jersey
$591K
TFP
5424
Triune Financial Partners
Kansas
$587K
SMAM
5425
Sugar Maple Asset Management
Wisconsin
$585K