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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
SA
5576
Sincerus Advisory
New York
$411K
AFS
5577
AFG Fiduciary Services
Massachusetts
$411K
YWM
5578
Yardley Wealth Management
Pennsylvania
$410K
AF
5579
Amara Financial
California
$408K
CFGSD
5580
Compass Financial Group (South Dakota)
South Dakota
$408K
RFP
5581
RCS Financial Planning
Maryland
$408K
MAM
5582
Mullooly Asset Management
New Jersey
$407K
RHJA
5583
Rice Hall James & Associates
California
$406K
PWG
5584
Private Wealth Group
Florida
$406K
CAM
5585
CenterStar Asset Management
Illinois
$406K
PWMG
5586
Pioneer Wealth Management Group
Texas
$404K
KFGG
5587
Keystone Financial Group (Georgia)
Georgia
$403K
KC
5588
Kinloch Capital
Virginia
$402K
BP
5589
BCK Partners
New York
$401K
SF
5590
SWP Financial
California
$400K
KWM
5591
Kiker Wealth Management
Georgia
$400K
BWM
5592
Buska Wealth Management
Wisconsin
$399K
FVCM
5593
F&V Capital Management
Florida
$397K
FPWM
5594
Five Pine Wealth Management
Idaho
$396K
NFP
5595
NorthLanding Financial Partners
New York
$394K
MAM
5596
Marquette Asset Management
Minnesota
$392K
KCM
5597
Kennicott Capital Management
California
$391K
IW
5598
Imprint Wealth
South Carolina
$391K
SPWM
5599
Straight Path Wealth Management
Michigan
$390K
JFG
5600
JDM Financial Group
Texas
$390K