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Microsoft

5,768 hedge funds and large institutions have $2.75T invested in Microsoft in 2025 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 2,580 increasing their positions, 2,541 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,056
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
MCC
1826
Money Concepts Capital
Florida
$24.2M
HWA
1827
HCR Wealth Advisors
California
$24.2M
CPW
1828
Cove Private Wealth
New York
$24.1M
OC
1829
Oakworth Capital
Alabama
$24.1M
LWMM
1830
Legacy Wealth Management (Mississippi)
Mississippi
$24M
CPA
1831
Capital Planning Advisors
California
$24M
AMBIA
1832
Allen Mooney & Barnes Investment Advisors
Georgia
$24M
PWG
1833
Portside Wealth Group
Utah
$24M
GGI
1834
GPM Growth Investors
Michigan
$23.9M
MCWS
1835
McKinley Carter Wealth Services
West Virginia
$23.9M
FAM
1836
Formidable Asset Management
Ohio
$23.9M
HNB
1837
Hilltop National Bank
Wyoming
$23.9M
RIG
1838
Renaissance Investment Group
Massachusetts
$23.9M
NNPTE
1839
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$23.9M
LSA
1840
L & S Advisors
California
$23.9M
APP
1841
Avantax Planning Partners
Iowa
$23.8M
BIA
1842
Biondo Investment Advisors
Pennsylvania
$23.8M
AA
1843
Armis Advisers
Georgia
$23.8M
CAM
1844
Cozad Asset Management
Illinois
$23.8M
TCBWMS
1845
Texas Capital Bank Wealth Management Services
Texas
$23.7M
MCG
1846
McCollum Christoferson Group
New York
$23.7M
VW
1847
Vantage Wealth
California
$23.7M
LHC
1848
Little House Capital
Massachusetts
$23.7M
FWP
1849
FAS Wealth Partners
Kansas
$23.6M
OFG
1850
Oxford Financial Group
Indiana
$23.6M