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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
GWM
5426
Grand Wealth Management
Michigan
$633K
T
5427
TrueFG
Texas
$630K
B
5428
BetterWealth
California
$628K
MAM
5429
McCarthy Asset Management
California
$628K
UFPG
5430
United Financial Planning Group
New York
$628K
FIM
5431
Freedom Investment Management
Connecticut
$626K
JPT
5432
Jordan Park Trust
New Hampshire
$626K
JCIA
5433
Jackson Creek Investment Advisors
Colorado
$625K
HFA
5434
Highland Financial Advisors
New Jersey
$621K
CPP
5435
Capasso Planning Partners
South Carolina
$619K
WCM
5436
WealthTrak Capital Management
Virginia
$617K
BFP
5437
Beacon Financial Planning
Massachusetts
$615K
MF
5438
Midwestern Financial
Iowa
$613K
OFP
5439
OLIO Financial Planning
Virginia
$612K
SG
5440
Strid Group
Pennsylvania
$610K
LWMNY
5441
Landmark Wealth Management (New York)
New York
$609K
JWBC
5442
John W. Brooker & Co
California
$602K
PIS
5443
POM Investment Strategies
North Carolina
$601K
SCM
5444
Schnieders Capital Management
California
$598K
MFG
5445
Marmo Financial Group
Tennessee
$595K
TSS
5446
Two Sigma Securities
New York
$595K
TWCA
5447
Two West Capital Advisors
Kansas
$593K
DIM
5448
DC Investments Management
Virginia
$591K
GG
5449
GenWealth Group
New Jersey
$591K
TFP
5450
Triune Financial Partners
Kansas
$587K