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Microsoft

5,784 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, 2,586 increasing their positions, 2,548 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,784
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,063
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
OAM
1626
Occidental Asset Management
California
$29.3M
BEAM
1627
Baker Ellis Asset Management
Washington
$29.2M
DIP
1628
DT Investment Partners
Pennsylvania
$29.2M
QFA
1629
Quattro Financial Advisors
Texas
$29.2M
SWM
1630
Sendero Wealth Management
Texas
$29.2M
PBC
1631
Pavion Blue Capital
California
$29.2M
PRRFG
1632
Paul R. Ried Financial Group
Washington
$29.2M
LJHT
1633
Laurie J. Hall Trustee
$29.2M
HIM
1634
Harbour Investment Management
Washington
$29.2M
RZH
1635
Relyea Zuckerberg Hanson
Connecticut
$29.2M
RWM
1636
Rockline Wealth Management
New York
$29.1M
CT
1637
Clearstead Trust
Maine
$29.1M
EFG
1638
Everhart Financial Group
Ohio
$29.1M
BWP
1639
Balboa Wealth Partners
Arizona
$29.1M
CA
1640
Cache Advisors
California
$29M
SWA
1641
Stratos Wealth Advisors
Ohio
$28.9M
SIG
1642
Sargent Investment Group
Maryland
$28.9M
CCPM
1643
Cooper Creek Partners Management
New York
$28.9M
WBC
1644
West Branch Capital
Massachusetts
$28.8M
AGM
1645
Aragon Global Management
Florida
$28.8M
CPA
1646
Court Place Advisors
Maryland
$28.7M
HW
1647
Hamilton Wealth
California
$28.7M
SW
1648
Simplicity Wealth
New Jersey
$28.6M
AWM
1649
Avior Wealth Management
Nebraska
$28.6M
SC
1650
SummitTX Capital
Texas
$28.6M