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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
AFO
5676
Aurelius Family Office
New Hampshire
$308K
LPP
5677
Life Planning Partners
Florida
$306K
MHIP
5678
Mountain Hill Investment Partners
New Jersey
$306K
TF
5679
Theory Financial
Colorado
$303K
CMP
5680
Courage Miller Partners
Virginia
$302K
TFG
5681
Team Financial Group
California
$298K
OF
5682
Outfitter Financial
Maine
$298K
ALS
5683
Andrew L. Share
$298K
AI
5684
Arrien Investments
Idaho
$297K
HWA
5685
Heritage Wealth Architects
Minnesota
$296K
SVWA
5686
Sarver Vrooman Wealth Advisors
Missouri
$294K
ADMI
5687
Albert D. Mason Inc
Massachusetts
$293K
PFM
5688
Patton Fund Management
Texas
$291K
MAFA
5689
MJT & Associates Financial Advisory
Minnesota
$291K
KPPF
5690
Klein Pavlis & Peasley Financial
California
$291K
HWM
5691
Horizons Wealth Management
North Carolina
$288K
SMCM
5692
Sky-Mountain Capital Management
Idaho
$287K
CC
5693
Citrine Capital
California
$286K
CWM
5694
Consultiva Wealth Management
Puerto Rico
$286K
AWMG
5695
ADG Wealth Management Group
Louisiana
$285K
WFC
5696
Western Financial Corp
California
$285K
SCM
5697
Stonehearth Capital Management
Massachusetts
$283K
FW
5698
Fidato Wealth
Ohio
$283K
LC
5699
Luminist Capital
Michigan
$280K
GVIC
5700
Global Value Investment Corporation
Wisconsin
$279K