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
SMAM
5451
Sugar Maple Asset Management
Wisconsin
$585K
HCA
5452
Hyperion Capital Advisors
New York
$584K
LIM
5453
Lagoda Investment Management
New York
$583K
SA
5454
Sicart Associates
New York
$581K
A
5455
AlphaQuest
New York
$581K
BRIA
5456
Balanced Rock Investment Advisors
Massachusetts
$578K
WI
5457
WJ Interests
Texas
$578K
CI
5458
Cordant Inc
Oregon
$576K
MFGP
5459
Marshall Financial Group (Pennsylvania)
Pennsylvania
$573K
HWMT
5460
Heritage Wealth Management (Texas)
Texas
$573K
LWM
5461
Latko Wealth Management
Illinois
$573K
CCG
5462
Capital CS Group
California
$568K
SC
5463
Swan Capital
Florida
$568K
RFP
5464
Roth Financial Partners
Texas
$567K
TCTWM
5465
Three Cord True Wealth Management
Pennsylvania
$565K
MFG
5466
Mendota Financial Group
Wisconsin
$564K
AFS
5467
Axiom Financial Strategies
Indiana
$562K
RWA
5468
Redmont Wealth Advisors
Illinois
$561K
SA
5469
Sunesis Advisors
Kansas
$560K
SWM
5470
SpringVest Wealth Management
Texas
$560K
FIC
5471
Family Investment Center
Missouri
$559K
RWP
5472
Ridgeline Wealth Planning
Ohio
$558K
CCA
5473
Cottonwood Capital Advisors
Utah
$557K
FWM
5474
FMA Wealth Management
Massachusetts
$553K
LWMI
5475
Legacy Wealth Management (Idaho)
Idaho
$551K