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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
BCM
1901
Bourgeon Capital Management
Connecticut
$22.1M
QPW
1902
Quantum Private Wealth
Florida
$22M
HW
1903
HORAN Wealth
Ohio
$22M
SHFA
1904
SS&H Financial Advisors
Michigan
$22M
GSEP
1905
Golden State Equity Partners
California
$21.9M
FC
1906
Farley Capital
New York
$21.9M
SCA
1907
Sage Capital Advisors
South Dakota
$21.9M
AFCM
1908
Alta Fox Capital Management
Texas
$21.9M
CAC
1909
Core Alternative Capital
Georgia
$21.9M
AI
1910
Accredited Investors
Minnesota
$21.9M
1C
1911
111 Capital
France
$21.8M
AO
1912
Advisor OS
Illinois
$21.8M
FHWM
1913
Fox Hill Wealth Management
Massachusetts
$21.8M
ACM
1914
Allred Capital Management
Texas
$21.8M
LOPW
1915
Live Oak Private Wealth
North Carolina
$21.7M
PFS
1916
Physicians Financial Services
North Carolina
$21.7M
PFGIA
1917
Patriot Financial Group Insurance Agency
Massachusetts
$21.7M
HL
1918
HeadInvest LLC
Maine
$21.7M
PG
1919
Patten Group
Tennessee
$21.6M
AR
1920
Advisory Research
Illinois
$21.6M
1CP
1921
11 Capital Partners
Connecticut
$21.6M
CPL
1922
Capital & Planning LLC
Georgia
$21.6M
SA
1923
Sovran Advisors
California
$21.6M
UB
1924
Umpqua Bank
Oregon
$21.6M
LKIM
1925
Lawson Kroeker Investment Management
Nebraska
$21.6M