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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
5551
Certus Wealth Management
California
$445K
MRP
5552
Measured Risk Portfolios
California
$445K
LFG
5553
Leverty Financial Group
Wisconsin
$442K
CEI
5554
Clark Estates Inc
New York
$442K
AIS
5555
American Investment Services
Massachusetts
$440K
DK
5556
David Kennon
Florida
$438K
EI
5557
eCIO Inc
Wisconsin
$434K
EWP
5558
Equity Wealth Partners
Missouri
$434K
NL
5559
NDWM LLC
California
$434K
WF
5560
Williams Financial
Vermont
$433K
CWA
5561
Cornerstone Wealth Advisors
Minnesota
$432K
FF
5562
Friday Financial
Iowa
$428K
SIMC
5563
Squire Investment Management Company
Utah
$425K
PVAMC
5564
PPS&V Asset Management Consultants
Michigan
$423K
SIAM
5565
Sterling Investment Advisors (Missouri)
Missouri
$423K
1CM
5566
1492 Capital Management
Wisconsin
$420K
AWA
5567
Aquire Wealth Advisors
Utah
$418K
BWM
5568
Biltmore Wealth Management
Arizona
$418K
LWAM
5569
Legacy Wealth Asset Management
Minnesota
$415K
TFP
5570
Traction Financial Partners
Wyoming
$415K
BCM
5571
Beddow Capital Management
Wyoming
$414K
HCM
5572
Hudson Capital Management
New Jersey
$414K
SF
5573
SageOak Financial
Oklahoma
$413K
EL
5574
EQ LLC
Washington
$412K
WAM
5575
WFA Asset Management
Wisconsin
$412K