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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
RGC
2001
Roberts, Glore & Co
Illinois
$20M
MA
2002
MSA Advisors
California
$20M
HCM
2003
Huber Capital Management
California
$20M
WKWM
2004
Walter & Keenan Wealth Management
Indiana
$20M
HIC
2005
Harbor Island Capital
Massachusetts
$20M
TP
2006
Tranquility Partners
Tennessee
$19.9M
WAG
2007
Winthrop Advisory Group
Massachusetts
$19.9M
IAS
2008
Investment Advisory Services
Texas
$19.9M
EWM
2009
Elevatus Welath Management
New York
$19.8M
CAM
2010
Costello Asset Management
Pennsylvania
$19.8M
BFA
2011
Bill Few Associates
Pennsylvania
$19.8M
JAM
2012
JCIC Asset Management
Ontario, Canada
$19.8M
AA
2013
Alta Advisers
United Kingdom
$19.8M
TF
2014
Trek Financial
Arizona
$19.8M
LA
2015
LVW Advisors
New York
$19.8M
OIS
2016
Okabena Investment Services
Minnesota
$19.7M
VNA
2017
Valley National Advisers
Pennsylvania
$19.7M
SFG
2018
Snider Financial Group
Washington
$19.7M
AA
2019
Apriem Advisors
California
$19.6M
TBT
2020
Texas Bank & Trust
Texas
$19.6M
BA
2021
Baugh & Associates
Georgia
$19.4M
ADL
2022
Asset Dedication LLC
California
$19.4M
WIS
2023
Wright Investors Service
Connecticut
$19.4M
GCM
2024
Gibraltar Capital Management
Oklahoma
$19.3M
AT
2025
American Trust
Kentucky
$19.3M