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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
SWM
5451
Stonebridge Wealth Management
Illinois
$543K
BWA
5452
Bestgate Wealth Advisors
Maryland
$542K
MGWA
5453
Monument Group Wealth Advisors
Massachusetts
$542K
WWWM
5454
White Wing Wealth Management
Texas
$541K
PS
5455
Pinney & Scofield
Massachusetts
$540K
GWA
5456
Gutierrez Wealth Advisory
Arkansas
$538K
GKFF
5457
George Kaiser Family Foundation
Oklahoma
$538K
BWMG
5458
Bannerman Wealth Management Group
Texas
$534K
FFW
5459
Fusion Family Wealth
New York
$534K
MWA
5460
Mills Wealth Advisors
Texas
$534K
MC
5461
McCarthy & Cox
Ohio
$533K
DWM
5462
Daner Wealth Management
Georgia
$532K
GFG
5463
Grantvest Financial Group
New Jersey
$528K
HFA
5464
Hershey Financial Advisers
Pennsylvania
$523K
SWA
5465
Safir Wealth Advisors
New Hampshire
$521K
IAMH
5466
IvyRock Asset Management (HK)
Hong Kong
$518K
VF
5467
Vista Finance
Missouri
$516K
RPA
5468
Redwood Park Advisors
California
$516K
KFG
5469
Kropog Financial Group
Louisiana
$514K
CPC
5470
CFC Planning Company
Indiana
$514K
SWP
5471
Significant Wealth Partners
Illinois
$513K
FWS
5472
FinDec Wealth Services
California
$510K
CCAL
5473
City Center Advisors LLC
Michigan
$510K
AFTS
5474
American Financial & Tax Strategies
New York
$509K
SC
5475
Scratch Capital
Idaho
$506K